Schwartz Financial Associates logo

Schwartz Financial Associates, Inc

 

701 Route 73 North, Suite 6, Marlton, NJ 08053

Phone: (856) 216-0390

 

Website: www.schwartz-financial.com

May/June 2022

ESG Investing: Making a Difference

Environmental, social and governance (ESG) investing is a strategy that considers a company’s policies and actions and how well they serve workers, communities, customers, shareholders, and the environment.

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The Name Game

A will specifies who should receive your assets when you die. But that’s not its only purpose. A will also names someone to settle your estate, as well as someone to care for any minor children you leave behind.

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A Perk That Helps Recruit and Retain Key Employees

Staffing issues. Stress. Burned-out managers. If the “Great Resignation” has prevented your business from attracting and retaining key employees, a Section 162 Executive Bonus Plan might be an incentive program worth considering.

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Balance Saving for College and Retirement

As a parent, you need to think further ahead than summer camp. When it comes to choosing between saving for a child’s college education or saving for retirement, remember that there are no loans for retirement if you come up short on your savings. While there are no hard and fast rules about prioritizing your savings, the usual recommendation is to put aside money for retirement first. Your personal circumstances should be your guide.

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It's Never Too Early

Hey, millennials, when it comes to improving your finances, time is on your side. You haven’t yet reached your peak earning years, and you’re still many years away from retirement. Establishing good money habits will help you throughout your lifetime. These ideas may help.

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Millennials and Debt

As a group, millennials (ages 25-40) are carrying too much debt and may need to make major changes to feel secure about their future finances.

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Pay Off, Not Down

U.S. consumer debt — including money owed on credit cards, student and auto loans — reached $4.37 trillion in September 2021, according to the Federal Reserve. If you’re carrying balances on high-interest credit cards, paying them off should be a priority. Having a pay-off strategy can help you stay on track toward becoming debt free.

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Planning for a Child with Special Needs

Ensuring that special-needs children have support and resources when parents are no longer around to care for them takes planning and being aware of the available options.

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Giving to Charity with a Donor-Advised Fund

A donor-advised fund (DAF) is a charitable investment account established to manage charitable contributions from many different donors.

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Expanding Your Business into Other States?

If you’re ready to take your business to the next level, congratulations.

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Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.
Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Schwartz Financial Associates, Inc and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

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