Piano symphony logo  Life & Money in Concert

 

  Newsletter Issue: Vol 6 Issue 5
May 2017 
big_family_again.jpg Generational Financial Review
Symphony Financial is offering a free financial consultation for adult children of clients. We will help your children get off on the right foot financially. 
 
Ask them to contact us and use your name as the reference. Our multi-generational advisor team will find the right person to get them started.  Some of the items to be discussed....
-   Achieving a debt free lifestyle
-   Strategies to pay down student loans/credit cards
-   Ways to avoid becoming house poor
-   Techniques for building wealth
 
Contact us: office phone: 703-865-4092 or by email: info@symphonyfinancial.net
In This Issue
 
Retirement and Social Security
Kristin Rodriguez and Phil Corso are presenting a seminar at the Reston Community Center, 2310 Colts Neck Rd, Reston -  Monday, June 5 - 6:00-7:30pm

The seminar is free but registration is necessary. Contact Kristin or Phil for more information on how to register.
 
tiny-business-people.jpg Insurance and Investments
Investing is one facet of long-term financial planning. If you chase the return and focus on the yield of your portfolio, you might miss the big picture.
 
Trying to build wealth is one thing; trying to protect it is another. Insurance can play a role in wealth protection.
 
education_savings.jpgFive Tips for College Graduates
It's graduation time and it's time to pull out those words of wisdom for recent graduates. Someone asked me what advice would I have liked to receive when I graduated from college.

Some useful advice includes:

    *  Never pass up an offer for ice cream

    *  Know that today's "crisis" is tomorrow's funny story

    *  Always accept an offer of free money

Kristin Rodriguez    
Registered Representatives. Securities offered
through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor.  Cambridge and Symphony are not affiliated.
May Quote
"Some people drink from the fountain of knowledge; others just gargle."

~ Robert Anthony  
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Monthly Economic Update
An extremely bullish stock market climate and abundant consumer confidence often coincide. The nation's most-watched consumer confidence indices remained high; albeit, not as high as they were in March. With the Federal Reserve pledging to tighten as last year ended, who would have guessed mortgage rates would be lower in April than at the start of the year? They were.

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Plan to Work Past 65?
Are you expecting to work full-time after age 65? This CNBC post urges you to question that assumption.

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