CCMG Monthly

Retirement Planning and Investment Management

We hope this educational resource proves helpful. We believe an educated investor is a better investor.

Quiz: Social Security Survivor Benefits
Millions of people receive Social Security survivor benefits, but how much do you know about this important source of income?

 


Rules on Opening a 529 Plan Account for College
529 plans are savings vehicles tailor-made for college. Here are some common questions on opening an account.

 


How Does Your Employer’s Retirement Plan Compare?
How does your company’s retirement plan stack up to the averages?

 


Do I need to get a REAL ID when I renew my license?
The REAL ID Act established minimum standards for state-issued driver’s licenses and identification cards.

 


How do I replace my Social Security card?
Replacing a lost or stolen Social Security card is a relatively easy process.

 

 


IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. 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.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research, Inc., Connecticut Capital Management Group, LLC, and Connecticut Benefits Group, LLC are not affiliated.

This communication is strictly intended for individuals residing in the state(s) of CT, FL, IN, MA, NM, NY, OH and SC. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.

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