Welcome to Tailored Wealth Strategies
Dedicated to providing sound financial advice and wealth management services to help clients achieve and maintain financial security.
Newsletters
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
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Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.