Broker Check
 

Quarterly Newsletter, October 2018

Retirement Solutions, Inc.

Quarterly Newsletter - October 2018


Few events are more terrifying than a wildfire threatening your home and the safety of your family. If you live in a wooded area, you should take precautions now to ensure that you can evacuate your family safely, when needed.

The following are steps every homeowner should take to prepare for a wildfire:

-Verify your Homeowners Policy Coverage

-Inventory your belongings

-Comply with Brush Clearance Requirements

-Pay attention to landscaping

-Protect & maintain your home

-Utilize wildfire devices & services

-Evacuation Plan

If you would like a copy of the detailed report summarized above, please contact our office at [email protected] for your copy of *Wildfire Preparedness Checklist

*Provided by Suzanne Canfield @ HUB International

 

Down the Donut Hole: The Medicare Coverage Gap
One of the most confusing Medicare provisions is the prescription drug coverage gap, often called the "donut hole."

More Details

On the Road to Retirement, Beware of These Five Risks
On your journey to retirement, it's important to stay focused — and be aware of a few key risks that could derail you in your pursuit of success.

More Details

Life Insurance with a Refund
Return of premium life insurance gives you a death benefit for a stated period of time and a refund if you outlive the term.

More Details

When should I submit college financial aid forms?
Attention parents: For the 2019-2020 school year, the FAFSA can be filed as early as October 1, 2018 and relies on information from your 2017 tax return.

More Details

 

What's so great about a college net price calculator?
A college net price calculator estimates how much grant aid a student might expect at a particular college based on the student's financial and academic profile and the college's specific criteria for awarding grant aid.

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.