Is social security going to run out by the time I need it?
How am I supposed to enjoy my retirement with the market going nuts?
What is the tax gap, and how does it affect me?
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season’s newsletter, read the advisor’s takes on the tax gap, the security of social security, and a recently published article that is answering many client’s questions: How to Handle a Down Market in Retirement.
Also, keep your eyes peeled for a very special blog series to be announced on World Financial Planning Day, October 5th.
This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oregon, Puerto Rico, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management and Cambridge are not affiliated. Cambridge does not offer tax advice.