Tactical Financial Solutions

09/25/2026

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

09/23/2026

09/23/2026

Did you know you can get insurance for just $89.95 for the entire family?? Sign me up!

09/23/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

09/21/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

09/07/2026

Today we recognize the hardworking people who serve and strengthen our communities every day. To our employees, partners, and members, we wish you a happy !

09/02/2026

08/28/2026

Boutique private-market health insurance brokerage. $0 deductible plans, premiums as low as $150/mo, stipend programs & QSEHRA compliance. Serving all 50 states.

07/31/2026

🎒🎒 The backpacks are back.

Every year around this time, the phone calls change. ☎️

➡️ Tuition wires.

➡️ Grandparents asking how to help.

➡️ Parents of high school seniors are thinking about FAFSA for the first time.

➡️ Empty-nesters are asking what to do with the spending that just freed up.

➡️ New questions about insurance coverage when a teen starts driving to an out-of-state campus.

If any of this is sitting on the family list, it could be a good time to meet with a financial professional.

07/24/2026

National Parents’ Day is this Sunday, which is news to most parents.

So no, the day will probably not put parents in the spotlight. But parenting is a 365-day job, and one piece of it gets quietly transferred whether parents are intentional or not: financial habits.

Some kids and grandkids absorb attitudes about earning, saving, and risk long before they understand the math.

A few questions worth asking before the next family gathering:

🔹 What do the kids and grandkids actually know about how the family operates financially?

🔹 What do we want them to understand about earning, saving, giving, and risk?

🔹 When was the last family discussion about money that was not about a specific bill or expense?

🔹 Is there a generational wealth strategy, and does the next generation know enough about it to carry it?

The families we see do this best hold a standing meeting once or twice a year, and summer is a perfect time!

Nothing formal. Just enough rhythm that the next generation knows what is being built and why.