Walsh Finacial Solution's Loose Change Newsletter

5610 Ward Road, Suite 300 Arvada, CO 80002

9200 E. Mineral Avenue Centennial, CO 80112

Phone: 303-252-0852

Website: www.walshfinancialsolutions.com

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.

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.

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.

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.

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:

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.

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:

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.

Catching Up

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

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:

CONTACT US

Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

Advisory Services offered through Walsh Financial Solutions or Vanderbilt Advisory Services. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Walsh Financial Solutions and Vanderbilt Securities, LLC are separate and unaffiliated entities. Clearing agent: Fidelity Clearing & Custody Solutions. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
Walsh Financial Solutions, LLC and LTM Marketing Specialists LLC 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.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.