SC Financial Group Newsletter

SC Financial Group – August 2017 Newsletter

Our August 2017 Newsletter featuring the topics: ‘Working in Retirement: What You Need to Know’ ‘Test Your Investing IQ’ ‘Kickstart Your College Fund with a 529 Plan’ ‘How do the economic milestones of young adults today compare with prior generations?’ and ‘Chart: Young Adult Milestones, 1975 vs. 2016?’.

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SC Financial Group – July 2017 Newsletter

Our July 2017 Newsletter featuring the topics: ‘Don’t Let Rising Interest Rates Catch You by Surprise’ ‘Future of the Federal Estate Tax’ ‘The Health-Wealth Connection’ ‘What is a rollover IRA, and do I need one?’ and ‘Can I roll my traditional 401(k) account balance over to a Roth IRA?’.

 

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SC Financial Group – June 2017 Newsletter

Our June 2017 Newsletter featuring the topics: ‘Four Numbers You Need to Know Now’ ‘Expect the Unexpected: What to Do If You Become Disabled’ ‘Student Loan Debt: It Isn’t Just for Millennials’ ‘Will I owe income taxes when I sell my home?’ and ‘What is a funeral trust?’.

 

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SC Financial Group – May 2017 Newsletter

This issue contains the following articles:

  • Is Smart Beta a Smart Strategy for You?
  • Is It Wise to Trade Your Pension for a Lump Sum?
  • Tax Benefits of Homeownership
  • Are you ready to retire?
  • What is an ERISA fiduciary?

SC Financial Group – April 2017 Newsletter

This issue contains the following articles:

  • Four Ways to Double the Power of Your Tax Refund
  • Converting Retirement Savings to Retirement Income
  • Spring Cleaning Your Finances
  • What are bond ratings?
  • What bond ratings do agencies use?