CCMG Monthly

Retirement Planning and Investment Management

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

Hidden Gem: HSAs in Retirement

The benefits of a health savings account make it a potentially valuable asset in retirement.

 


Tax Scams to Watch Out For

It’s in your best interest to always be vigilant in looking for possible tax scams.

 


Know Your Mutual Funds

The following overview describes some basic types of funds in rough order of risk, from lowest to highest

 


How can you lower the costs of owning a vehicle?

Vehicle expenses can take a big bite out of your budget. Fortunately, you may be able to save a lot by reducing three costs.


Is a vehicle subscription service in your future?

Automakers and start-up companies are betting that today’s generation of drivers will embrace a new model of temporary ownership called a vehicle subscription service.


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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