Welcome to Tailored Wealth Strategies
Dedicated to providing sound financial advice and wealth management services to help clients achieve and maintain financial security.
Newsletters
-
Medicare Open Enrollment: A Time for Choices
Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
-
Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
-
Moving to Another State? Consider These Tax Moves
Moving to a new state may have tax consequences that can follow you long after you settle in.
Calculators
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.