Facebook Twitter LinkedIn YouTube  Instagram 

Retirement Insights for March From Schwartz Financial Services

                                                        

 

Retirement Insights for March 2024

 

A senior man engaged in a conversation with his financial advisor while seated at a table.

History of the Alternative Minimum Tax

The Alternative Minimum Tax (AMT) is a tax provision that operates as a sort of tax double-take. It has existed since 1969, requiring taxpayers to calculate their tax liability twice–once under the regular income tax rules and again under the AMT.

Read more

A senior woman carefully caring for plants in her kitchen, displaying her love for gardening and nurturing nature indoors.

Less Screen Time to Reduce Stress

Smartphones, gaming systems, and screens are everywhere, adding a touch of excitement and convenience to our lives. Have you ever considered how much time you or your family spend glued to those screens?

Read more

Quote of the Month

"Enjoy the little things, for one day, you may look back and realize they were the big things."

-Robert Brault

Ms. Hoffner waving to the crowd as she stands with her tandem jumper, Derek Baxter, left, and her friend Joe Conant.For the first time in nearly 50 years, the Adams County SPCA has no dogs left to adopt. Credit: Adams County SPCA

On the Bright Side

In Pennsylvania, the Adams County SPCA is celebrating a remarkable achievement after finding homes for nearly every pet in their shelter right before Christmas.

Read more

Further Insights

  • Golf Tip: Practice Putting with Tees
  • Did You Know?
  • Brain Teaser

Read more

Matthew Schwartz

[email protected]

(781) 932-3289

Schwartz Financial Services, Inc.
Private Wealth Manager

https://www.schwartzfinancialservices.net/

fb in

SchwartzFinancialServices.net

linkedin.com/in/SchwartzMatt

Securities and financial planning services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. NOTE: The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed.  If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited.  If you have received this message in error, please immediately delete it.