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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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
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What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
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The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?