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

May/June 2024

Time for a Mid-Year Portfolio Check

As 2024 approaches the halfway point, it is a smart move to review your portfolio to determine the impact of market fluctuations and make any needed changes to stay on track with your investment strategy.

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Diversify to Mitigate Risk

Small business owners may find that most of their net worth is tied up in their business. But what happens if your business takes a downturn? Diversification is the key to reducing risk to your personal and business wealth.

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Roth IRA: A Good Fit for Your Goals?

Traditional and Roth individual retirement accounts are both good choices for retirement investing. A Roth IRA offers tax advantages when you’re ready to withdraw your money, while traditional IRA contributions are tax-deferred until you make withdrawals. Reviewing both IRA options can help you decide.

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Split Interest Trusts: The Basics

Split interest trusts are created to provide for both charitable and non-charitable beneficiaries. Donors can support an organization or a cause while still arranging for themselves or their loved ones to benefit from the assets placed in the trust.

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Help with Summer Camp Costs

Parents who send their child to summer camp may be able to deduct some of their expenses. The Child and Dependent Care Credit provides a tax break to working parents or guardians of children age 13 or younger or a dependent who is disabled. Parents who are full-time students or who are unemployed and looking for work may also qualify for the credit.

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The Average Cost of a Funeral

According to the National Funeral Directors Association, the average cost of a funeral with burial is $7,848 — $9,420 if a vault is included. At $6,971, cremation costs slightly less. Here’s a cost breakdown of select items.

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Should You Prepay Funeral Costs

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Walk Down the Aisle for Less

Beginning life as a married couple with significant debt can place a strain on your finances and relationship. Wedding costs can be exorbitant, but you can find ways to control them. In addition to setting a wedding budget, consider these ideas for trimming costs.

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Tax and Financial Solutions, Inc. and LTM Client Marketing are unrelated companies. This newsletter was created by LTM Client Marketing 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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