Welcome to Tailored Wealth Strategies
Dedicated to providing sound financial advice and wealth management services to help clients achieve and maintain financial security.
Newsletters
-
What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
-
Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
-
Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Calculators
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.