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Empire State Planning Group, Inc.

Jon Schlueter - Monthly Newsletter - October 2019

Jon Schlueter - Monthly Newsletter - October 2019
 
 

Madison Planning Group, Inc.

 

JON E SCHLUETER, RFC®, CLTC
Principal
35 Robin Drive
Suite 102
Hauppauge, NY 11788
877-377-4420
631-656-6030
jschlueter@madisonplanning.com
www.jonschlueter.com

Madison Monthly News
Everyone has a story. What is yours? Jon Schlueter - Monthly Newsletter - October 2019
Earnings Season: What Investors Can Take Away from Corporate Reports
The media hype surrounding an earnings surprise can sometimes draw attention away from important details that may be revealed in a company's quarterly report.
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Five Times in Your Life When You Might Need Help with Your Finances
As you move through different stages of life, you will face new and unique financial situations.
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Balancing 401(k) and HSA Contributions
If you have the option to contribute to both a 401(k) and an HSA, you might wonder how much to contribute to each. Here are some points to consider.
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What health services aren't covered by Medicare?
When planning your retirement health-care strategy, be sure to consider the services that Medicare won't cover.
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How much will health care cost?
Retirement health-care costs will vary depending on your health and longevity, but it may help to have a guideline.
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Jon Schlueter, RFC®, CLTC, Registered Representative

 

Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. Additional advisory services offered through Madison Advisory Services, Inc., a Registered Investment Advisor. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

 

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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.


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

Prepared by Broadridge Advisor Solutions Copyright 2019.

 

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