MIT expert rethinks old age and retirement

ByPeppa Herrera
Money Matters
June 2023
Hello Dan,
This month, my newsletter explores the following topics:
• MIT expert rethinks old age and retirement
• Four things to know about today’s inflation report
• What happens to your mortgage when you die?
• Three national banks where your savings are safe
With summer just starting, it’s a good time to review if your financial strategies are working. Please don’t hesitate to contact me if you’d like to discuss your finances.
Sincerely,
Henry Schneider, CLTC
Senior VP
3 Ways To Rethink Old Age And Retirement, MIT Expert Says
The classic retirement framework aims for seniors to have enough money to fund their lifestyle in old age. Instead of a short period earmarked purely for leisure and travel, retirement in the future will be an increasingly dynamic one. There are some big questions people planning for their retirement years should be asking.
Read More
4 Things To Know About Today’s Inflation Report
Inflation reported for April continued its steady cooldown, but its slow pace shows it’s still resilient, too, according to the Bureau of Labor Statistics’ consumer price index report. Here’s how that information is valuable looking forward.
Read More
What Happens To Your Mortgage When You Die?
If you have a mortgage, you might worry about what that means for your heirs and loved ones. Who will be responsible for making payments? Let’s look at what happens to a mortgage when someone dies.
Read More
Regional Banks Have Been Failing — Here Are 3 National Banks Where Your Savings Are Secure And You’ll Earn High Rates
Regional banks are in turmoil as depositors withdraw their money from their bank accounts. Remember that up to $250,000 per depositor is safe at financial institutions that are FDIC- or NCUA-insured. Here are three national brands that offer competitive savings rates and are good options if you’re considering switching banks.
Read More
Henry Schneider, CLTC
Senior VP
hmschneider@fhfg.com
(516) 359-0950
(646) 666-5145
Website
Henry M. Schneider is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), and Field Representative of the Guardian Life Insurance Company of America, New York, NY. Securities products/services and advisory services offered through PAS, 200 Broadhollow RD. , Suite 405 Melville NY 11747, 631-589-5400. PAS is a registered Investment Advisor and Broker/Dealer. Forest Hills Financial Group, Inc. is not an affiliate or subsidiary of PAS or Guardian. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America, New York, NY. PAS is a member of FINRA, SIPC.
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