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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New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
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HOT TOPIC: Trade Roundup: New Tariff Actions and Rates
This article explains newly implemented and upcoming tariffs and their potential economic impact.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?