At Tailored Wealth Solutions, we believe informed clients make confident decisions. This space is designed to bring you clear, timely, and thoughtful financial content - covering topics that matter most to individuals, families, and business owners.
Whether you're planning for retirement, navigating tax strategies, or simply looking to understand the latest market trends, our blog offers practical insights to support your journey. Check back regularly for new posts, tips, and updates from our team.
With tax rates expected to change and markets still rebounding, Roth IRA conversions are getting a fresh look. We've added a timely article that explains why now might be a smart time to consider converting a traditional IRA to a Roth.
Learn how Roth conversions may help reduce long-term taxes
See why partial conversions can offer flexibility
Discover estate planning advantages many overlook
Actionable insights on markets, policy, and portfolio positioning - delivered by Eagle Strategies' portfolio managers.
Timing your Social Security benefits matters more than you think.
Discover how claiming age, income, spousal benefits, and longevity can all impact your total lifetime benefit - and how to create a strategy that aligns with your goals.
Turn market losses into tax opportunities.
During periods of market decline, strategic investors may benefit by realizing losses on certain investments to help offset capital gains and reduce taxable income. This technique - known as tax-loss harvesting - can improve overall portfolio tax efficiency when executed properly.
Retirement isn't just about saving - it's about spending wisely.
As you shift from building your nest egg to drawing income, the risks you face - and the strategies you need - change significantly. This guide explores how guaranteed income sources can reduce your investment risk, and how thoughtful withdrawal planning across taxable, tax-deferred, and tax-free accounts can help you keep more of what you've saved.
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Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.
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Access up-to-date market insights, economic trends, and expert commentary from New York Life Investments.