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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
March/April 2026
Beware of These Common Money Mistakes
Even the wealthiest individuals can undermine their financial security through subtle but costly missteps. While building substantial wealth is an achievement, preserving and growing it across generations requires discipline and foresight. Here are five critical mistakes that high-net-worth individuals frequently make—and why avoiding them matters.
- Too much money invested in nonproductive assets such as high-end real property
- Unchecked lifestyle inflation
- Failure to assess and manage liquidity needs
- Insufficient tax and estate planning
- Failure to communicate money matters to succeeding generations
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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 Cetera Wealth Services LLC or its subsidiaries. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
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