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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
January/February 2018
Review and Reset
As life changes, your goals may often change, too. The New Year is a good time to revisit, review and adjust your investing goals to account for changes in your life.
Review Changing Goals
Change is constant. What we knew we wanted yesterday is often relegated to the back burner when new, more immediate goals appear. This can happen to anyone.
Just married? Your goals just became our goals. That money you thought you were saving for a summer-long cross-country car trip just became part of the eventual down payment for your first house.
Becoming a proud parent for the first (or fifth!) time? New goals will arrive with your precious bundle, as you consider how much college will cost in 18 years. That college savings fund you were casually talking about starting? Putting money away now so it can potentially grow over the years takes on greater importance.
Review and Reset
As 20-somethings and 30-somethings grow older and near middle age, new realities come into sharper focus. Remember when retirement seemed so far away? Not so far away now, is it? Saving for retirement moves to the front burner.
Determine which goals are most important to you, and review your time horizon and risk tolerance. Once you adjust these areas, review your investments to make sure your asset allocation* is appropriate. Then reset as necessary, because these are the times of your life.
*Asset allocation won’t guarantee a profit or ensure against a loss, but may help reduce volatility in your portfolio.
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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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