Matthew Schwartz
Schwartz Financial Services, Inc.
Schwartz Financial Services
September 2023
Employee Access to Roth 401(k) Plans on the Rise
The percentage of employers offering Roth 401(k)s has grown significantly over time.
New Life for Your Old Insurance Policy
Consider these options before you let an old life insurance policy lapse.
Four Key Objectives of a Sound Retirement Plan
Protecting retirement savings and income should include reduction of taxes and market risk.
Time to Bulk Up Your Emergency Fund
Having a financial safety net in place can ensure that you're protected in case a financial emergency arises.
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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