Broker Check
 

Retirement Solutions, Inc. Quarterly Newsletter

Retirement Solutions, Inc.

Scott A. Chelberg, CFP®
5857 Owens Avenue
Suite 110
Carlsbad, CA 92008
760-603-0700
760-603-0710
chelberg@2rsi.com
www.2rsi.com

 

 

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 chelberg@2rsi.com .

Best,

Scott

 

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

More Details

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.

More Details

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

More Details

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.

More Details

 

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.

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 2017.