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November/December 2017

Talking Treasuries

How would you like the federal government to pay you for a change?

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Your New Traveling Companion

Want to experience the world from your backyard? Consider adding foreign investments to your portfolio.

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Financing Your New Wheels

There’s no lemon law for auto loans. Some things to consider when shopping for a vehicle.

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Trusts — A Helpful Planning Tool

Even individuals with modest assets may find trusts to be useful for providing more control over how and when assets are distributed to beneficiaries. Here is a brief overview of some of the estate planning objectives you can accomplish using a trust.

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After the Bell

If you are thinking about getting involved in after-hours trading, be aware of these risks.

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What's Your Plan?

It’s no secret. You can find a lot of helpful information about your employer’s retirement plan by reviewing a few documents.

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Holiday Harmony

Planning ahead and setting spending limits can keep your stress level in check. Channel your inner holiday spirit with these time- and money-saving ideas.

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Take a Stroll Through Your Finances

Conducting a year-end financial review can tell you whether you’re making progress toward your goals or whether you need to make adjustments to your spending and investment strategies.

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Manager Moving On?

What should you do if the manager of your mutual fund leaves? Maybe nothing.

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Score the Right College

Looking for an effective way to choose a college? Consider visiting the U.S. Department of Education’s College Affordability and Transparency Center.

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Bradley's Tax & Financial Management 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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