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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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor
At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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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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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.