Tailored Wealth Solutions

04/29/2026

The newly finalized IRS regulations bring significant changes, including a higher age threshold for Required Minimum Distributions (RMDs) and reduced penalties for missed RMDs.

There are also important updates regarding annuities, inherited IRAs, and Roth accounts that could provide more flexibility and clarity. Swipe for details ↩️

Curious about how these changes might affect your strategy? Reach out to our team today to discuss how you can navigate these updates effectively. We’re here to help you make informed decisions for your financial future!

03/27/2026

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available to you, especially when it comes to funding your IRAs and HSAs. Swipe through to learn more.

If you want to talk through your options and make sure you’re making the most of your contributions before tax day, give us a call.

02/12/2026

Last week delivered whipsaw action with U.S. stocks suffering a sharp tech-led selloff midweek before roaring back. Additionally, the S&P 500 narrowly avoided its worst weekly drop since October. Swipe through for more insights.

As always, reach out to our team with any questions or needs. We are here as a resource for you.

09/18/2025

With recent market volatility top of mind, some investors have been asking about whether now is the right time for Roth IRA conversions. Swipe through for an overview of Roth IRA conversions and how they work.

If you're wondering whether a Roth conversion — or an in-kind strategy — makes sense for your goals, we’re happy to help. Reach out today to explore your options.

08/06/2025

We are honored to share that Forbes has recognized CEO Michael Testa as one of the Top Financial Security Professionals for New York for the fifth year in a row!

This recognition highlights Mike's ongoing commitment to helping individuals and families navigate their financial futures with clarity, care, and confidence.

Cheers to five years of excellence - and many more to come!

You can learn more about SHOOK Research’s methodology here https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/.

06/04/2025

On Sunday, June 1st, our team stepped out in support of the MS Walk in Saratoga Springs!

It was a meaningful day spent supporting those affected by multiple sclerosis, enjoying fresh air, and connecting outside the office. Thank you to everyone who showed up, walked beside us, and helped raise awareness for this important cause.

10/30/2024

Our team is on the hunt for our next team member. Like and share this post if you know an Advisor looking for something new.

Tailored Wealth Solutions

10/14/2024

With the arrival of new months, we love to look back at significant historical events. Here are just a few October events that caught our attention ⏬

📜 October 1, 1908: The Ford Model T, the first affordable automobile, was introduced to the public, revolutionizing transportation.

🌌 October 4, 1957: The Soviet Union launched Sputnik 1, the first artificial satellite, marking the start of the space age.

📺 October 11, 1975: "Saturday Night Live" premiered on NBC, becoming a cultural phenomenon and launching the careers of many comedians.

What’s your favorite historical event in October? Share it with us in the comments; we’d love to know!

09/28/2024

Driving 2 of the kids today to activities. While diving a get a honk and shout “nice dad wagon”
Never heard the term but I like it

07/11/2024

I am truly honored to be selected as one of the best professionals in the state by Forbes Top Financial Security Professionals for New York State. This year marks my 4th time winning this award. As always, I am truly humbled and grateful, especially to my clients who inspire me every day. Read more about the list and the ranking methodology here.
https://www.forbes.com/sites/rjshook/2024/07/10/methodology-americas-top-financial-security-professionals-2024

02/12/2024

Can the network help us out. Tailored Wealth Solutions is looking for a licensed Financial Advisor.

Details and application here: https://www.indeed.com/job/licensed-financial-advisor-56873b57f4094b24