Firm:
Schwartz Financial Services
Job Title:
President, CEO
Biography:
Michael Schwartz founded Schwartz Financial Services in 1984 after only 7 years in the financial services industry. He continues to be dedicated in creating, growing, managing and preserving the wealth of his clients for over 35 years. Clients ranging from professionals and executives to self-employed businessmen and families. Michael specialized in helping his clients reach their financial goals while creating a unique client experience for all of his advisees. Michael is a Registered Financial Consultant, Certified Wealth Strategist, Certified Funds Specialist and has a Bachelor’s Degree in Business Administration from LaSalle College.
Michael is a registered representative and investment advisory representative of Independent Financial Group, LLC. and has affiliations with the International Association of Registered Financial Consultants and Montgomery County Estate Planning Council.
Since losing his father at the age of 7, Michael learned early in life the need to be prepared for events that appear without warning. This has given him a solid grounding in helping others focus on preparation for life’s sometimes catastrophic situations.
A resident of Holland, PA he devotes his free time to his wife and two children and enjoys a wide range of sports and recreational activities.
Education:
BA, Business, La Salle University
CRD Number:
1241969
Insurance License:
#Life, Health
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Introduction: Schwartz Financial Services -
Schwartz Financial Services - It's All About You
If you do not already know the answer to that question, you should buy the stock.
If you are purchasing the property as an investment or rental property, having a tenant already in place should help you get a mortgage. If you are purchasing with the intent of living in the property, it should not hurt your ability to get a mortgage, you will just have to wait until the end of the lease to move in.
Depending on the investments involved, it should be no more difficult than signing a few papers. If there are investments that your new person is not able to hold at their firm, it could be a bit of a problem, but if your holdings are standard stocks, bonds, mutual funds or annuities, it is as simple as signing a few papers.
A question that is impossible to answer given the known facts. It would depend on how much leverage and what the fund holds as investments.
There is a way you can contribute to a Roth, it is called a back door Roth contribution. You can open a non-deductible IRA and in about a month, do a Roth conversion.