Matthew Schwartz
Schwartz Financial Services, Inc.
Schwartz Financial Services
July 2023
More Americans Embrace the Cashless Economy
A growing number of Americans are going "cashless" for everyday purchases.
Give Your Money a Midyear Checkup
Mid-year is an ideal time to take a close look at your finances.
Mutual Funds: What's in Your Portfolio?
Mutual funds offer a convenient way to participate in a wide range of market activity.
Home Energy Tax Credits
Two tax credits are available for the installation of energy efficient or clean energy property in your home.
Matthew Schwartz
Private Wealth Manager
Schwartz Financial Services, Inc.
2 Meeting House Rd #12
Chelmsford, MA 01824
www.SchwartzFinancialServices.net
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.
Prepared by Broadridge Advisor Solutions Copyright 2023.
- 10 views