Check the background of this financial professional on FINRA's BrokerCheck.
Glad Financial Services, Inc
Pat Shea, CFP®
615-467-3218
PatGladFS@comcast.net
DOG GONE IT! NOW WHAT ARE YOU GOING TO DO. LET'S MAKE A PLAN.
Newsletters
  • Quiz: Financial Facts That Might Surprise You
    If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.
  • Going Public: An IPO's Market Debut May Not Live Up to the Hype
    An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors
  • Protect Your Heirs by Naming a Trust as IRA Beneficiary
    Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate. Naming beneficiaries of an IRA can be an
  • I received a large refund on my tax return this year. Should I adjust my withholding?
    You must have been pleasantly surprised to find out you'd be getting a refund from the IRS — especially if it was a large sum. And while you may
  • What is the difference between a tax deduction and a tax credit?
    Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can lower your tax liability,
    
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This publication or newsletter is of Glad Financial Services, Inc. The firm is registered as an investment adviser with the State of Tennessee and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Content was prepared by Broadridge Investor Communications Solutions, Inc.

Content should not be regarded as a complete analysis of the subjects discussed and should not be viewed as personalized investment advice or as an offer to buy or sell the securities mentioned. All investment strategies have the potential for profit or loss.

The tax and legal information contained in this newsletter is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.



This communication is strictly intended for individuals residing in the state(s) of TN. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.