SC Financial Group Newsletter

SC Financial Group – October 2017 Newsletter

Our October 2017 Newsletter featuring the topics: ‘Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk’ ‘Managing Debt While Saving for Retirement’ ‘Examining the Taxpaying Population: Where Do You Fit In?’ ‘Is the Social Security Administration still mailing Social Security Statements?’ and ‘What are some tips for reviewing my Medicare coverage
during Medicare Open Enrollment?’.

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SC Financial Group – September 2017 Newsletter

Our September 2017 Newsletter featuring the topics: ‘From Data Breaches to Ransomware: How to Avoid Becoming the Victim of a Cybercrime’ ‘Life Is for the Living, and So Is Life Insurance’ ‘Medicare and Your Employer Health Plan’ ‘How do economists measure inflation, and why does it matter to investors?’ and ‘If I donate used property to charity, what documentation is needed?’.

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SC Financial Group – August 2017 Newsletter

This issue contains the following articles:

  • Working in Retirement: What You Need to Know
  • Testing Your Investing IQ
  • Kickstart Your College Fund with a 529 Plan
  • How do the economic milestones of young adults today compare with prior generations?
  • Chart: Young Adult Milestones, 1975 vs. 2016

 

SC Financial Group – July 2017 Newsletter

This issue contains the following articles:

  • 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?
  • Can I roll my traditional 401(k) account balance over to a Roth IRA?

 

SC Financial Group – June 2017 Newsletter

This issue contains the following articles:

  • 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?
  • What is a funeral trust?