Retirement Planning and Investment Management
We hope this educational resource proves helpful. We believe an educated investor is a better investor.
Famous People Who Failed to Plan Properly
The importance of estate planning cannot be overstated, yet there are plenty of examples of celebrities who died with poor, or nonexistent estate plans.
Four Tips for Planning a Career Change
A higher salary, more job security, doing what you love, fewer hours, and more travel are compelling reasons for changing careers. But career transitions don’t always go smoothly. Consider these tips to help make the financial impact of the transition easier.
Key Retirement and Tax Numbers for 2019
Here are a few key cost-of-living adjustments announced by the IRS for 2019.
Can a flexible work schedule help you stay in the workforce after having children?
A flexible work schedule might help you stay in the workforce if you want to.
Women: Are you planning for retirement with one hand tied behind your back?
Women can face three challenges when saving for retirement.
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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