Schwartz Financial Services Newsletter Sept 2018

Schwartz Financial Services, Inc.

Matthew Schwartz

Senior Advisor
3 Baldwin Green Common #209
Woburn, MA 01801
781-932-3289
matt@schwartzfin.com
www.SchwartzFinancialServices.net

 

 
 

September 2018

 

What to Do If Your Term Life Insurance Policy Is About to Expire
Explore your options now, before your term policy expires.

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Infographic: Working in Retirement
If you plan to work for extra income in retirement, consider these facts.

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Take Charge of Your Student Debt Repayment Plan
Take charge of paying back your student loans by examining all your repayment options.

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What are the new rules for 401(k) hardship withdrawals?
The rules for hardship withdrawals from retirement plans are becoming more relaxed in 2019.

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Should I enroll in a health savings account?
An HSA can be a powerful savings tool. Before you enroll in an HSA, ask yourself the following questions.

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Refer a friend

Date: 
Wednesday, August 22, 2018