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November/December 2018

Year-End Investing Moves

As the New Year approaches, consider reviewing your investments to ensure your investment strategy continues to reflect your personal and financial goals. Here are six ideas to consider.

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Save Automatically

If you’re already saving for retirement through automatic payroll deductions, you know what an easy and convenient way it is to save for your future.

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Ready, Set, Spend

After a lifetime of saving, you’re ready to retire. Now it’s time to do something some retirees find hard to do: Shift from a saving to a spending mindset.

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Big Hearts: Giving to Charity

Americans gave an estimated $390.05 billion to U.S. charities in 2016, according to Giving USA 2017: The Annual Report on Philanthropy for the Year 2016 (from the Giving USA Foundation, the Giving Institute and the Indiana University Lilly Family School of Philanthropy). The total includes charitable contributions made by individuals, estates, foundations and corporations.

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Giving Life Insurance

In this season of giving, some people want to give more to a favorite charity or organization, but don’t have the funds to do so. Giving the gift of life insurance is a cost-efficient way to increase your charitable giving:

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Cut Your Holiday Travel Costs

Americans usually travel during the holidays, which can cost more than a few dollars even with thoughtful planning. Here’s how to save money on the ground and in the air.

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How We Give

In 2016, Americans continued to give billions of dollars in charitable contributions to their favorite causes and organizations.* Here’s the breakdown of who gave what:

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Save Big After the Holidays

If you want to score big on bargain-priced goodies, one of the best times to buy is right after the holidays. Here’s how to rack up big money-savings.

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Catching Up

Family life is expensive. Housing, medical, education, food, utilities all take a toll on your budget each month.

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Year-End Tips for Business Owners

If you own a business, the end of any year is a good time to review your practices and examine ways to become more efficient and profitable. Check out these considerations:

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* HD Vest affiliated advisors may only conduct business with residents of the states for which they are properly licensed and registered. Securities offered through HD Vest Investment Services®, Member SIPC, Advisory services offered through HD Vest Advisory Services®, Insurance services offered through HD Vest Insurance Agency LLC. 6333 N. State Highway 161, Fourth Floor, Irving, Texas 75038, (972) 870-6000. Bradley's Tax & Financial Management is not a registered broker/dealer or registered investment advisory firm. This newsletter was created by a Third Party and was not written or created by named representative and does not represent the views and opinions of HD Vest Financial Services® or its subsidiaries.
Bradley's Tax & Financial Management and LTM Client Marketing, Inc. are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

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