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Schwartz Financial Services July 2022 News

 

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Matthew Schwartz

Schwartz Financial Services, Inc.

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Schwartz Financial Services

July 2022

 

Quick Recovery for Unemployment Rate

Unemployment spiked early in the pandemic but has recovered at a record pace.

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Life Insurance Living Benefits

Some life insurance has policy features that offer benefits while you are living.

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Inflation Protection for Investment Dollars

One way to help hedge your bond portfolio against inflation is by investing in Treasury Inflation-Protected Securities (TIPS).

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The Potential Benefits of Roth IRAs for Children

A first job can present an ideal opportunity for a teen to learn how a Roth IRA can become a valuable savings tool in the pursuit of future goals.

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Matthew Schwartz's Profile Picture

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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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 2022.