Schwartz Financial Services Inc, October 2019 Newsletter

 

Schwartz Financial Services, Inc.

Schwartz Financial Services, Inc.

Matthew Schwartz

Senior Advisor
2 Meeting House Rd #12
Chelmsford, MA 01824
781-932-3289
matt@schwartzfin.com
www.SchwartzFinancialServices.net

 

 
 

October 2019

 

Earnings Season: What Investors Can Take Away from Corporate Reports
The media hype surrounding an earnings surprise can sometimes draw attention away from important details that may be revealed in a company's quarterly report.

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Five Times in Your Life When You Might Need Help with Your Finances
As you move through different stages of life, you will face new and unique financial situations.

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Balancing 401(k) and HSA Contributions
If you have the option to contribute to both a 401(k) and an HSA, you might wonder how much to contribute to each. Here are some points to consider.

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What health services aren't covered by Medicare?
When planning your retirement health-care strategy, be sure to consider the services that Medicare won't cover.

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How much will health care cost?
Retirement health-care costs will vary depending on your health and longevity, but it may help to have a guideline.

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Refer a friend

Securities and financial planning services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of CT, IL, MA, NH, NY, NC, VT and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Advisor Solutions Copyright 2019.

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Date: 
Thursday, September 19, 2019