Retirement Planning and Investment Management
We hope this educational resource proves helpful. We believe an educated investor is a better investor.
Time for a Mid-Year Investment Check
Whether the markets are up or down, taking time to meet with your financial professional to review your portfolio can be an excellent way to keep your investments on track
Managing Your Money in a Gig Economy
Here are some tips for managing your money in a gig economy.
Charitable Giving After Tax Reform
Here are some things you should know about charitable giving after tax reform.
What’s the real return on your investments?
Consider the effects of taxes and inflation on your investments to estimate actual income or growth potential.
Inflation Variation, Eroding Purchasing Power
This chart shows the annual rate of inflation, based on change in the Consumer Price Index.
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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