Anthony Bardi photo

Anthony J. Bardi

Registered Representative

Enrolled Agent, LTC# 454

 

Tax and Financial Solutions, Inc.

151 SE 223rd Avenue

Gresham, OR 97030

 

Phone:  503-666-7909

September/October 2025

12 Obstacles To Investing Success

When it comes to investing for your future, the basics hold true. Here are some things to overcome or avoid as you sock away your hard-earned cash.

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Preserving an Inheritance

A sudden inheritance can catch you off guard. One minute your life is status quo; the next minute, you have additional assets to plan for. While it may be tempting to spend your windfall, take a step back. Reckless spending has decimated many an inheritance, so sit down with your financial professional to develop a plan for managing and preserving your wealth. Here are a few ideas to get started.

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Summer Jobs for Kids

Taking a summer job is a rite of passage for kids and an excellent way for them to learn financial responsibility while earning and spending their own money.

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Taxes and Marriage

Getting married usually triggers a multitude of changes to your life, but one change that you may not have considered is how marriage affects your taxes. For example, your tax filing status may change, most often from filing single to married filing jointly. When it comes to taxes and marriage, here are some things you should consider:

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FAFSA: The Sooner the Better

If your child will attend college in the fall, now is the time to get started with theprocess of applying for financial aid. The FAFSA — Free Application for Federal Student Aid — becomes available on October 1.

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What is the Average Cost of a Wedding?

The average cost of an American wedding varies depending on the location, venue and number of guests. In 2024 the average wedding cost $33,000 according to a survey of couples married in 2024.This is projected to be $36,000 in 2025.

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Invest with Income Taxes in Mind

While taxes alone should never drive your investment decisions, minimizing their impact matters.

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A 401(k) Plan: Paving the Road to Retirement

There's a lot to like about a 401(k) plan. Whether you already participate in your employer 's plan or you're just now thinking about joining, reviewing the benefits as tax time approaches is a smart idea.

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Tax and Financial Solutions, Inc. and LTM Marketing Solutions, LLC are unrelated companies. This newsletter was created by LTM Marketing Solutions, LLC and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
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