SC Financial Group – June 2018 Newsletter

SC Financial Group – June 2018 Newsletter

Our June 2018 Newsletter featuring the topics: 'Mid-Year Planning: Tax Changes to Factor In' 'Marriage and Money: Taking a Team Approach to … Read more…

SC Financial Group – May 2018 Newsletter

Our May 2018 Newsletter featuring the topics: ‘Dividend Investing: Small Payments Can Boost Returns’ ‘Quiz: Can You Answer These Social Security Benefit Questions?’ ‘The College Landscape After Tax Reform’ ‘What are the gift and estate tax rules after tax reform?’  and ‘How has tax reform affected the generation-skipping transfer tax?’  

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SC Financial Group – April 2018 Newsletter

Our April 2018 Newsletter featuring the topics: ‘Government Report Details Household Finances’ ‘Four Points to Consider When Setting a Retirement Income Goal’ ‘The Standard Deduction and Itemized Deductions After Tax Reform’ ‘What are some tips for creating a budget and sticking to it?’  and ‘How can I lower my auto insurance… Read More »

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SC Financial Group – March 2018 Newsletter

This issue contains the following articles: Due Date Approaches for 2017 Federal Income Tax Returns Weathering the Storm: Are You Prepared? Four Tips for Downsizing in Retirement How does working affect Social Security retirement benefits? Will a government pension reduce my Social Security benefits?    

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SC Financial Group – February 2018 Newsletter

This issue contains the following articles: What’s Your Money Script? Don’t Wait to Ask Aging Parents These Important Questions Deducting 2017 Property Losses from Your Taxes Why is it important to factor inflation into retirement planning? Is a nursing home the only option for long-term care?

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SC Financial Group – January 2018 Newsletter

This issue contains the following articles: How Much Risk Can You Take?’ Don’t Delay: The Potential Benefits of Starting to Save Now Infographic: Financial Tips for Young Adults What can I do to crack down on robocalls? How can I protect myself from digital deception?

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SC Financial Group – December 2017 Newsletter

This issue contains the following articles: Questions to Ask Before Buying That Thing You’ve Always Wanted Demographic Dilemma: Is America’s Aging Population Slowing Down the Economy? It’s Time for Baby Boomer RMDs! What can I learn from looking back on my financial situation in 2017? What financial resolutions should I consider making… Read More »

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SC Financial Group – November 2017 Newsletter

This issue contains the following articles: What You Can Do with a Will Ten Year-End Tax Tips for 2017 Five Myths About Group Disability Insurance How much money should a family borrow for college? How can families trim college costs?

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SC Financial Group – October 2017 Newsletter

                           This issue contains the following articles: 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… Read More »

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SC Financial Group – September 2017 Newsletter

This issue contains the following articles: 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? If I donate used… Read More »

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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  

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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?  

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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?

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SC Financial Group – May 2017 Newsletter

This issue contains the following articles: Is Smart Beta a Smart Strategy for You? Is It Wise to Trade Your Pension for a Lump Sum? Tax Benefits of Homeownership Are you ready to retire? What is an ERISA fiduciary?

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SC Financial Group – April 2017 Newsletter

This issue contains the following articles: Four Ways to Double the Power of Your Tax Refund Converting Retirement Savings to Retirement Income Spring Cleaning Your Finances What are bond ratings? What bond ratings do agencies use?

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SC Financial Group – March 2017 Newsletter

This issue contains the following articles: Due Date Approaches for 2016 Federal Income Tax Returns How to Get a Bigger Social Security Retirement Benefit Why Diversification Matters Will I owe income taxes when I sell my home? What happens to my property if I die without a will?

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SC Financial Group – February 2017 Newsletter

This issue contains the following articles: Quiz: How Much Do You Know About Social Security Retirement Benefits? Tax Tips for the Self-Employed Grandparents Can Help Bridge the College Cost Gap What’s the difference between a direct and indirect rollover? Can the IRS waive the 60-day IRA rollover deadline?

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SC Financial Group – January 2017 Newsletter

This issue contains the following articles: Medicare and Medicaid: What’s the Difference? Key Retirement and Tax Numbers for 2017 Growth, Value, or Both How can I pay off the credit card debt I racked up over the holidays? I get so many credit card reward offers. How do I know which one… Read More »

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SC Financial Group – December 2016 Newsletter

This issue contains the following articles: Balanced Funds: Seeking Growth and Stability The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season What It Means to Be a Financial Caregiver for Your Parents How can technology help me manage my money? What should I evaluate when… Read More »

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SC Financial Group – November 2016 Newsletter

  This issue contains the following articles: Will vs. Trust: Is One Better Than the Other? Are You Ending 2016 Healthy, Wealthy, and Wise? Do I need to make any changes to my Medicare coverage for next year? What changes can I make during this year’s Medicare Open Enrollment Period?

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SC Financial Group – June 2018 Newsletter

Our June 2018 Newsletter featuring the topics: 'Mid-Year Planning: Tax Changes to Factor In' 'Marriage and Money: Taking a Team Approach to … Read more…

SC Financial Group – May 2018 Newsletter

Our May 2018 Newsletter featuring the topics: 'Dividend Investing: Small Payments Can Boost Returns' 'Quiz: Can You Answer These Social Security … Read more…

SC Financial Group – April 2018 Newsletter

Our April 2018 Newsletter featuring the topics: 'Government Report Details Household Finances' 'Four Points to Consider When Setting a Retirement … Read more…

SC Financial Group – March 2018 Newsletter

This issue contains the following articles: Due Date Approaches for 2017 Federal Income Tax Returns Weathering the Storm: Are You … Read more…

SC Financial Group – February 2018 Newsletter

This issue contains the following articles: What's Your Money Script? Don't Wait to Ask Aging Parents These Important Questions Deducting 2017 … Read more…

SC Financial Group – January 2018 Newsletter

This issue contains the following articles: How Much Risk Can You Take?' Don't Delay: The Potential Benefits of Starting to Save … Read more…

SC Financial Group – December 2017 Newsletter

This issue contains the following articles: Questions to Ask Before Buying That Thing You've Always Wanted Demographic Dilemma: Is America's … Read more…

SC Financial Group – November 2017 Newsletter

This issue contains the following articles: What You Can Do with a Will Ten Year-End Tax Tips for 2017 Five Myths About Group Disability … Read more…

SC Financial Group – October 2017 Newsletter

                           This issue contains the following … Read more…

SC Financial Group – September 2017 Newsletter

This issue contains the following articles: From Data Breaches to Ransomware: How to Avoid Becoming the Victim of a Cybercrime Life Is for … Read more…

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 … Read more…

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 … Read more…

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 … Read more…

SC Financial Group – May 2017 Newsletter

This issue contains the following articles: Is Smart Beta a Smart Strategy for You? Is It Wise to Trade Your Pension for a Lump Sum? Tax … Read more…

SC Financial Group – April 2017 Newsletter

This issue contains the following articles: Four Ways to Double the Power of Your Tax Refund Converting Retirement Savings to Retirement … Read more…

SC Financial Group – March 2017 Newsletter

This issue contains the following articles: Due Date Approaches for 2016 Federal Income Tax Returns How to Get a Bigger Social Security … Read more…

SC Financial Group – February 2017 Newsletter

This issue contains the following articles: Quiz: How Much Do You Know About Social Security Retirement Benefits? Tax Tips for the … Read more…

SC Financial Group – January 2017 Newsletter

This issue contains the following articles: Medicare and Medicaid: What's the Difference? Key Retirement and Tax Numbers for 2017 Growth, … Read more…

SC Financial Group – December 2016 Newsletter

This issue contains the following articles: Balanced Funds: Seeking Growth and Stability The Giving Season: Six Tips for Making Smart and … Read more…

SC Financial Group – November 2016 Newsletter

  This issue contains the following articles: Will vs. Trust: Is One Better Than the Other? Are You Ending 2016 Healthy, Wealthy, and … Read more…