Matthew Schwartz
Owner | Advisor
Schwartz Financial Services, Inc.
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April 2021
More People Delay Claiming Social Security
The average age for claiming Social Security retirement benefits has been steadily rising, as older Americans work longer.
Real Estate for Income and Diversification
Real estate investment trusts (REITs) can offer a consistent income stream and help provide portfolio diversification.
Should You Convert Your Term Life to Permanent Life Insurance?
Term life insurance is often purchased to provide for a temporary need, such as income replacement. While term life is usually cheaper than permanent life insurance, there may be circumstances that warrant considering converting term, or temporary life insurance, to permanent life insurance.
Five Tips to Follow When Applying for a Mortgage
Remember these five tips when applying for a mortgage.
Securities and financial planning services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
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Prepared by Broadridge Advisor Solutions Copyright 2021.
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Matthew Schwartz
Owner | Advisor
Schwartz Financial Services, Inc.
2 Meeting House Rd #12 • Chelmsford, MA 01824
781-932-3289
www.SchwartzFinancialServices.net
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