Broker Check
 

Quarterly Newsletter, January 2018


Retirement Solutions, Inc.

Quarterly Newsletter

January 2018

The end of the year is a natural time to try to integrate your past, present, and future. It's important to use these three time frames in a way that fills you with confidence and excitement instead of stress. That's why we all love/hate New Year's resolutions: They fill us with resolve & determination, but if we don't stick to their high ideals, they end up feeling like embarrassing failures. Look back over the past year and celebrate your progress. How far did you come? We often forget to recognize and acknowledge our wins. Look at the projects & relationships in your life you're most excited about & want to carry forward. This foundation gives you momentum. Ask yourself what you want—the things you have a desire to experience and achieve in the future, which might be completely new, unprecedented, with no ties to the past. Always make your future bigger than your past. May your new year be the biggest and best ever, full of challenging and exciting goals that make you grow.

 

How Much Risk Can You Take?
Evaluate your personal relationship with risk by asking yourself these questions.

More Details

Key Retirement and Tax Numbers for 2018
Here are a few key cost-of-living adjustments announced by the IRS for 2018, along with changes made by the Tax Cuts and Jobs Act.

More Details

Don't Delay: The Potential Benefits of Starting to Save Now
For long-term investment goals such as retirement, time can be one of your biggest advantages.

More Details

What can I do to crack down on robocalls?
Robocalls are often used by criminals to conduct various scams. Find out how you can help crack down on them.

More Details

 

How can I protect myself from digital deception?
Social engineering is a dangerous kind of digital deception. Know how to protect yourself from it.

More Details

 

Refer a friend

IMPORTANT DISCLOSURES

Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Retirement Solutions is a marketing name.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. 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.

This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message.  If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, GA, MI, NE, NY, NC, PA, SD, TX and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.