Points of Interest News

 

 Presentations

2020 Key Numbers
Asset Protection
Basic Retirement Planning
Caring for Your Aging Parents
Charitable Giving
 
Estate Planning Basics
Estate Tax
Financial Aid for College
Gift Tax
Health-Care Reform
Investing Basics
Investing Basics and Your Retirement
IRAs
Life Insurance and Estate Planning
Life Insurance Basics
Lifetime Transfers to Children
Loss of a Spouse
Net Unrealized Appreciation (NUA)
Planning for Incapacity
Planning for Remarriage
Planning for Social Security
Required Minimum Distributions (RMDs)
Retirement Income: The Transition Into Retirement
Saving for College
The Impact of Inflation
Why Save for Retirement?

 Concept Pieces

10 Years and Counting: Points to Consider as You Approach Retirement
401(k) Plans
403(b) Plans
A Retirement Income Roadmap for Women
A Woman's Guide to Health Care in Retirement
Active vs. Passive Portfolio Management
Adjusting to Life Financially after a Divorce
After the Military: Tips for Your Financial Transition to Civilian Life
All about IRAs
Back to Basics: Diversification and Asset Allocation
Balancing a Retirement Portfolio with Asset Allocation
Balancing Work and Family
Balancing Your Investment Choices with Asset Allocation
Bitcoin: Fad or the Future?
Bonds, Interest Rates, and the Impact of Inflation
Can You Avoid a Layoff?
Changing Jobs? Know Your 401(k) Options
Charitable Contributions from IRAs
Charitable Giving
Common Factors Affecting Retirement Income
Converting Savings to Retirement Income
Death of a Family Member Checklist
Deciding When to Retire: When Timing Becomes Critical
Eleven Ways to Help Yourself Stay Sane in a Crazy Market
Estate Planning and Income Tax Basis
Estate Planning Key Numbers
Financial Aid 101
Financial Basics for Millennials
Financial Survival After a Job Loss
Five Key Benefits for Military Families
Five Keys to Investing For Retirement
Five Questions about Long-Term Care
Four Things Women Need to Know about Social Security
Funding a Roth IRA
Funding Your Future with a Fixed Annuity
Get More Income from an Impaired Risk Immediate Annuity
Getting Help from a Financial Professional
Guaranteed Lifetime Withdrawal Benefit Annuity Rider
Handling Market Volatility
Have You Checked Your Retirement Plan Lately?
Holding Equities for the Long Term: Time vs. Timing
How Grandparents Can Help Grandchildren with College Costs
How Much Annual Income Can Your Retirement Portfolio Provide?
How Secure Is Social Security?
In-Service Withdrawals from 401(k) Plans
Investing as a Couple: Getting to Yes
Leaving a Legacy
Long-Term Care Annuities
Maintaining Your Financial Records: The Importance of Being Organized
Making Decisions About Medicare
Members of the Military: Estate Planning
Members of the Military: Personal Financial Planning
Monitoring Your Portfolio
Myths and Facts about Social Security
Pay Down Debt or Save for Retirement?
Planning for Incapacity
Reaching Retirement: Now What?
Retirement Account Rollovers
Retirement Planning Key Numbers
Saving for College
Saving for Retirement

 


IMPORTANT DISCLOSURES

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 and legal 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. Fee-based financial planning and investment advisory services are offered by GFS Financial Advisors, LLC  a Registered Investment Advisor in the State of Pennsylvania. GFS Financial Advisors, LLC and Galade Financial Services Inc. are affiliated companies. Insurance products and services are offered through Galade Financial Services Inc. 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 and legal 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 communication is strictly intended for individuals residing in the state(s) of PA. No offers may be made or accepted from any resident outside the specific states referenced

This communication is strictly intended for individuals residing in the state(s) of PA. No offers may be made or accepted from any resident outside the specific states referenced.
 

 

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2020.