SC Financial Group Newsletter

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?’.

 

Download (PDF, Unknown)

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?

SC Financial Group – March 2017 Newsletter

having-a-conversationThis issue contains the following articles:

  • Due Date Approaches for 2016 Federal Income Tax Returns
  • How to Get a Bigger Social Security Retirement Benefit
  • Why Diversification Matters
  • Will I owe income taxes when I sell my home?
  • What happens to my property if I die without a will?

SC Financial Group – February 2017 Newsletter

Girl holding a open signThis issue contains the following articles:

  • Quiz: How Much Do You Know About Social Security Retirement Benefits?
  • Tax Tips for the Self-Employed
  • Grandparents Can Help Bridge the College Cost Gap
  • What’s the difference between a direct and indirect rollover?
  • Can the IRS waive the 60-day IRA rollover deadline?