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Schwartz Financial Services, Inc April 2021 News

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Matthew Schwartz
Owner | Advisor
Schwartz Financial Services, Inc.
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April 2021

 

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More People Delay Claiming Social Security

The average age for claiming Social Security retirement benefits has been steadily rising, as older Americans work longer.

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Real Estate for Income and Diversification

Real estate investment trusts (REITs) can offer a consistent income stream and help provide portfolio diversification.

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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.

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Five Tips to Follow When Applying for a Mortgage

Remember these five tips when applying for a mortgage.

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Securities and financial planning services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. 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.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, IL, ME, MA, NH, NJ, NY, NC, PA, RI, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.

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

[email protected]

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