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Schwartz Financial Services May 2022 News

 

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Matthew Schwartz

Schwartz Financial Services, Inc.

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Schwartz Financial Services

May 2022

 

Closing the Social Security Funding Gap

Addressing the Social Security funding shortfall will require difficult choices.

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What's Your Retirement Dream Elevator Pitch?

Being able to summarize your retirement dreams and plans in 30 seconds may help you focus on the future.

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Food Inflation: What's Behind It and How to Cope

In 2021, U.S. food prices were hit hard by many of the same global supply-chain woes that drove up broader inflation.

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Avoiding Probate

Why avoid probate? Because it can be a time-consuming, costly, and public procedure.

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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.