Talent Insurance & Financial Solutions, LLC

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Talent Insurance & Financial Solutions, LLC Securities and Advisory Services offered through Harbour Investments, Inc. Member SIPC, Securities in Wisconsin, North Carolina, Georgia, Florida and Illinois.

Talent Accounting Services, LLC was developed to provide affordable accounting services to non-profit organizations, small businesses including condominium associations, and individuals. The services provided to each include:

Non-Profit Accounting: A love for the non-profit industry was developed when I became the treasurer for the Waunakee Community Band, a non-profit organization developed to share the gift of music with the Waunakee community. I am currently developing a relationship with another non-profit organization. The services provided include but are not limited to:
• Determining whether the non-profit has the most advantageous tax status, and work with the IRS and complete paperwork to update tax status as needed
• Provide day to day accounting services such as accounts payable, accounts receivable, payroll and daily account reconciliation
• Completing tax returns on a yearly basis

Small Business Accounting: The first client I approached to build a business relationship with was the fitness club I attend, Fitness for Success. Clayton McCauley, the owner and manager of Fitness for Success, states “I have been working with Emily for some time now and I have greatly appreciated her business and knowledge. She has been very helpful working with my schedule and my style of business. She is timely with her work and very thorough, so much so that I can spend more time working on what I do best. Thank you Emily!” The services I will provide include but are not limited to:
• Payroll
• Accounts Payable
• Accounts Receivable
• Account Reconciliation
• Tax Return Preparation

Condominium Association Accounting: I am currently providing my services to one condominium association. We first discussed our relationship and drew up a contract for the services to be provided. The association decided at that time to go with an established CPA firm in Waunakee. In February, the treasurer of the association contacted me again, stating the association received the bill for services from the CPA firm and decided to search for someone who could provide the same quality of services but at a more affordable price. The association decided to contract with me. The services I will provide include but are not limited to:
• Accounts Receivable
• Accounts Payable
• Payroll
• Account Reconciliation
• Tax Return Preparation

Individuals: I can assist with the following:
• Tax Return Preparation
• Debt and Savings Management

If there are any other services you need, I am willing to help you. I pride my business on providing quality services at a reasonable cost to my clients. Securities and Advisory Services offered through HARBOUR INVESTMENTS INC. Member SIPC
Securities Licensed in WI

10/29/2026

🍁 From crisp mornings to cozy sweaters and pumpkin-spiced everything, this is the perfect season to reflect on your financial strategy. Whether you're savoring the autumn air or tackling your Q4 goals, take a moment to enjoy all the little things that make fall feel so special. ✨

Let the fall vibes fuel your focus and inspiration! Feeling inspired already? Comment the word “Ready” to get connected today!

The holidays should bring joy, not financial stress. With 54 percent of Americans making impulse purchases last season, ...
10/26/2026

The holidays should bring joy, not financial stress.

With 54 percent of Americans making impulse purchases last season, here's a little secret our clients use to stick to their holiday strategy: A simple conversation before the season starts.

We can help you create a holiday strategy that lets you be generous with the people you love while sticking to your financial goals.

Ready for your most confident holiday season yet? Let's chat.

Source:
Dontpayfull.com April 15, 2026

October is Breast Cancer Awareness Month.We take this time to honor the strength of those who have faced a diagnosis, su...
10/22/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

10/19/2026
“How much can we pull from our accounts without tipping into a higher tax bracket—or paying extra for Medicare?” That wa...
10/14/2026

“How much can we pull from our accounts without tipping into a higher tax bracket—or paying extra for Medicare?” That was the heart of a recent conversation. A couple who’d just swapped a large CD for a winter home in sunny Arizona saw their interest income shrink to roughly a third of last year’s level. Together, we mapped every income source—from Social Security to inherited IRA—then overlaid two key lines: the top of their current 22 % bracket and the Medicare IRMAA threshold. The result? They have room to boost cash flow by about $40k this year, still stay in the same bracket, and avoid the surcharge—meaning more funds for travel while the knees (newly replaced, in his case!) are ready to explore. Know your numbers; they can buy you both freedom and peace of mind.

For decades, the focus was on accumulating. Saving, building, preparing. Retirement flips that dynamic.Suddenly, the goa...
10/08/2026

For decades, the focus was on accumulating. Saving, building, preparing. Retirement flips that dynamic.

Suddenly, the goal is to draw on what you’ve built, coordinate multiple income sources, and balance today’s spending with what’s ahead. Life expectancy data suggests many retirees may spend 20 or more years in this next chapter.

That’s not a footnote. It’s the whole story.

The early years of retirement are worth being intentional about. The routines you establish, the way you approach your time and your finances, tend to set the tone for what follows.

That’s something worth talking about.

Source
OECD Life Expectancy at Age 65, 2026

One of the biggest changes in retirement isn’t financial. It’s social. Work provides structure, sure. But it also provid...
10/01/2026

One of the biggest changes in retirement isn’t financial. It’s social. Work provides structure, sure. But it also provides community. Colleagues, shared goals, and a reason to be somewhere at a specific time.

When that falls away, many retirees find themselves rebuilding their social lives from the ground up. Community groups, volunteer organizations, and new social circles often fill the gaps, but it takes time.

Research shows that more than one-quarter of adults age 65 and older volunteer each year. That’s not a coincidence. For many people, contributing to something larger is part of what makes retirement feel meaningful. If you’re navigating this transition, you’re not alone.

Source
AARP, May 28, 2025

Address

110 N Grand Avenue Ste 216
Sun Prairie, WI
53590

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

(608) 825-7882

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