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Quarterly Newsletter, January 2019

Retirement Solutions, Inc.

Quarterly Newsletter - January 2019

Happy New Year! I hope you all had a safe and happy holiday season. As many of you know we were busy updating our office with new flooring, paint & furniture. We are looking forward to you visiting to see our updated office. As we reflect on 2018, I can't help but think of the many affected by the wildfires both in Northern & Southern California. To show our appreciation for all of our valued clients, Retirement Solutions has made a donation to the American Red Cross. These funds will assist in helping families recover from the wildfire disasters in our communities. I wish you all a Happy & Healthy New Year!

Scott

 

Famous People Who Failed to Plan Properly
The importance of estate planning cannot be overstated, yet there are plenty of examples of celebrities who died with poor, or nonexistent estate plans.

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Key Retirement and Tax Numbers for 2019
Here are a few key cost-of-living adjustments announced by the IRS for 2019.

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Four Tips for Planning a Career Change
A higher salary, more job security, doing what you love, fewer hours, and more travel are compelling reasons for changing careers. But career transitions don't always go smoothly. Consider these tips to help make the financial impact of the transition easier.

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Women: Are you planning for retirement with one hand tied behind your back?
Women can face three challenges when saving for retirement.

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Can a flexible work schedule help you stay in the workforce after having children?
A flexible work schedule might help you stay in the workforce if you want to.

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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.

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Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019.