Matthew Schwartz
Schwartz Financial Services, Inc.
Schwartz Financial Services
June 2023
Education and Earnings
In general, higher education levels lead to higher earnings and lower unemployment rates.
SECURE 2.0 Act Expands Early Withdrawal Exceptions
An early withdrawal from a retirement account can trigger a 10% penalty unless an exception applies.
Why Buy Life Insurance During Unsettled Economic Times?
During these turbulent economic times, it may make sense to buy life insurance.
As Your Parents Age, Help Them Protect Their Finances
Fraud or financial exploitation is very common. Here are some tips that may help you protect your parents.
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.
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