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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 2020
2020 To Do List
New Year, new leaf? If you’re serious about taking charge of your financial life this year, consider these steps:
- Go through your budget with a fine-toothed comb to find dollars you can save, and then put them toward your most important goals.
- If you don’t already maintain one, create an emergency fund for life’s unexpected financial shocks.
- Review your insurance policies to make sure you have appropriate coverage for a reasonable premium.
- Pay estimated taxes on untaxed gig income, realized investment gains and other income to save on penalties and interest.
- Keep your vehicle after you make the last payment and put the extra money toward retirement, a child’s college education or other long-term goals.
- Increase your retirement plan contributions — your retired self will appreciate it.
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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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