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Retirement Solutions, Inc. Quarterly Newsletter

Retirement Solutions, Inc.

Scott A. Chelberg, CFP®
5857 Owens Avenue
Suite 110
Carlsbad, CA 92008



Retirement Solutions, Inc.

Quarterly Newsletter

October 2017

Feeling blessed with all of the tragedy around, from hurricanes, Las Vegas shooting, and fires. May we all appreciate what we have, who we have and be an example of love vs. hate. What at times seems like a never-ending whirlwind of tragedy, keep clam, take a few deep breaths and shift the focus to something positive.

I would like to be a resource for you and anyone you care about so please don't' hesitate to contact me at 760-603-0700, extension 15 or via email at .




What You Can Do with a Will
A will can help distribute property according to your wishes at your death.

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Ten Year-End Tax Tips for 2017
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

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Five Myths About Group Disability Insurance
If you become disabled, group disability insurance may not provide enough benefits to survive financially.

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How much money should a family borrow for college?
There is no magic formula to determine how much you or your child should borrow to pay for college. But there is such a thing as borrowing too much.

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How can families trim college costs?
Trimming college costs up front can help families avoid excessive borrowing and the burdensome student loan payments that come with it.

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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.

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Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2017.