July 2017 RPS Home Page   |   Newsletter Home     
Different Generations, Different Concerns
Having enough money for a comfortable retirement is the greatest financial concern for baby boomers under age 65, and one of the greatest concerns for other generations.
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Breaking Down Social Security Spousal Benefits
Spousal benefits can make a big difference in funding retirement, so it’s important to fully understand eligibility requirements and options.
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ETFs or Mutual Funds: What’s the Difference?
Mutual funds are still king of the investment world, but exchange-traded funds (ETFs) have become increasingly popular over the last few years. ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.
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Beware of Imposters
The Federal Trade Commission reported that imposter scams passed identity theft as the second most common category of consumer complaints in 2016. Here are some tips that might help protect you from impostors.
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This information is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Broadridge Advisor Solutions. © 2017 Broadridge Investor Communication Solutions, Inc.

THE RETIREMENT PLANNING SPECIALISTS, LLC is a Registered Investment Advisory firm specializing in retirement planning and investment management for individuals committed to a secure financial future. Our objective is to help our clients make educated and informed decisions in order to reduce taxes, increase income, and secure their financial future. If we can be of assistance to you or someone you know, please contact us at the address and phone number below:
The Retirement Planning Specialists, LLC
5460 S. Quebec Street, Suite 333 • Greenwood Village, Colorado 80111 • (303) 771-3088 • (888) 771-5406
www.RPSpecialists.com