CCMG Monthly

Retirement Planning and Investment Management

We hope this educational resource proves helpful. We believe an educated investor is a better investor.

 

Mid-Year Planning: Tax to Factor In

The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses.

 


 

Investing to Save Time Boosts Happiness Returns

Spending money to save time can result in greater life satisfaction.

 


 

Marriage and Money: Taking a Team Approach to Retirement

Even when most of a married couple’s retirement assets reside in different accounts, it’s still possible to craft a unified retirement strategy.

 


 

What is the employment situation report, and why is it important to investors?

The employment situation report provides important information about the country’s labor force.

 


 

What is gross domestic product, and why is it important to investors?

Gross domestic product is the most comprehensive collection of data on a country’s economy.

 


 

 

 

 

 

 

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 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.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research, Inc., Connecticut Capital Management Group, LLC, and Connecticut Benefits Group, LLC are not affiliated.

This communication is strictly intended for individuals residing in the state(s) of CA, CT, DE, FL, MA and OH. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2017.
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