CCMG Monthly

Retirement Planning and Investment Management

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


Down the Donut Hole: The Medicare Coverage Gap
One of the most confusing Medicare provisions is the prescription drug coverage gap, often called the “donut hole.”


On the Road to Retirement, Beware of These Five Risks
On your journey to retirement, it’s important to stay focused — and be aware of a few key risks that could derail you in your pursuit of success.


Life Insurance with a Refund
Return of premium life insurance gives you a death benefit for a stated period of time and a refund if you outlive the term.


When should I submit college financial aid forms?
Attention parents: For the 2019-2020 school year, the FAFSA can be filed as early as October 1, 2018 and relies on information from your 2017 tax return.


What’s so great about a college net price calculator?
A college net price calculator estimates how much grant aid a student might expect at a particular college based on the student’s financial and academic profile and the college’s specific criteria for awarding grant aid


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 CT, FL, IN, MA, NM, NY, OH and SC. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.

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