A Tailored Method, LLC

Great insights from New York Life Investments on post-election market analysis and global market trends! As we navigate through shifting economic landscapes, it's critical to stay informed on the latest market movements and opportunities. These resources provide a deep dive into the current market dynamics and offer valuable strategies for investors. #WeAreATM #MarketInsights #InvestmentStrategy #FinancialPlanning #GlobalMarkets

Warren Buffett’s recent update to his estate plan offers valuable insights for everyone, regardless of wealth level. Key takeaways include the importance of flexibility in estate planning—ensuring your plan adapts over time to changes in family dynamics, finances, and regulations. Buffett’s transparency with his plan, making it simple and publicly accessible, underscores the value of clear communication about wealth distribution and philanthropic goals. His strategy also includes a charitable trust managed by his children, showing the importance of involving family in decisions and ensuring your legacy aligns with your values. For many, tools like donor-advised funds can offer a similar way to give back while maintaining flexibility. At A Tailored Method, LLC we help clients build estate plans that are clear, adaptable, and in line with their values. If you're ready to ensure your legacy is carried out exactly as you envision, we’re here to guide you through the process. Let’s talk about how we can help! #WeAreATM #Buffet #FinancialPlanning

This #VeteransDay, we salute the brave men and women who have served and sacrificed for our freedom. Your courage and dedication inspire us every day.

This client appreciation event was a night to remember, and it was all about celebrating ??????, our incredible clients! From the start, our goal was to honor the trust, loyalty, and partnership that each of you has shown us. ???????? journeys, dreams, and successes are what drive us every day, and seeing so many of you come together was truly inspiring. We’re beyond grateful for the opportunity to be part of your financial story and to support you in reaching your goals. A special thank you to our fearless leader, Wyatt Coleman, for his vision and commitment to ensuring our clients feel valued every step of the way. And to the A Tailored Method team—your dedication and attention to detail brought this event to life. You went above and beyond to make sure our clients felt as special as they truly are. To our clients, thank you for allowing us to be part of your lives and for inspiring us to keep raising the bar. Here’s to many more shared successes and moments of celebration! ?? #WeAreATM #WithGraditude #ClientAppreciation #FinancialJourney

On this day, 23 years ago, our world was forever changed. We remember the lives lost, the heroes who emerged, and the strength and resilience of our nation. At A Tailored Method, LLC we honor the courage of those who responded and the spirit of unity that brought us together during one of our darkest times. Today, we reflect on the importance of community, compassion, and the unwavering commitment to supporting one another. As we move forward, let us continue to build a future that values security, peace, and the well-being of those we hold dear. May we never forget the lessons of 9/11, and may we always strive to create a better, safer world for future generations. #NeverForget #September11 #Unity #Resilience #WeAreATM

When we think about life insurance, most of us focus on its primary purpose: providing financial protection for our loved ones. ?????? ?????? ?????? ???????? ???????? ?????????????? ???????? ?????????????????? ???????????????? ?????? ???????? ?????????? ???? ?? ???????????????? ???????????? ???? ???????????? ???????????? ???????? ???????????????????? ??????????? Here’s how it works: With some permanent life insurance policies, a portion of your premiums goes into a cash value account. This cash value grows over time, and the best part? It grows on a tax-deferred basis, meaning you won’t pay taxes on it as it accumulates. By using the cash value to supplement retirement income, individuals can maintain their desired lifestyle without needing to draw down other investments prematurely. This strategy can be especially beneficial during market downturns, where accessing other investments might result in selling at a loss. Instead, policyholders can leverage the cash value in their life insurance, allowing their other investments to recover and grow. Unlike traditional retirement accounts that may have strict withdrawal rules or trigger taxes, accessing your life insurance cash value is often more flexible and tax-efficient. This means you can maintain your lifestyle without having to dip into other investments or worry about market fluctuations. At A Tailored Method, LLC we help our clients integrate life insurance into their broader retirement strategy, ensuring they have the financial flexibility and security they need to enjoy their golden years. If you’re interested in learning more about how life insurance can bolster your retirement income, let’s connect! We’re here to guide you every step of the way. #RetirementPlanning #LifeInsurance #FinancialFlexibility #WeAreATM #LifeInsuranceAwarenessMonth #IncomeStrategy #RetirementIncome

??? ?????????????? ???? ???????? ?????????????????? ?????????????????? ??????????! ??? As September begins, it's the perfect time to shine a light on an essential piece of your financial puzzle—life insurance. At A Tailored Method, we believe that a strong financial plan isn’t just about accumulating wealth, but also about protecting it. Life insurance is more than just a safety net; it’s a strategic tool that can secure your financial future and the well-being of your loved ones. Although we do more than life insurance, this month we’re focusing on this important area of your financial foundation. Life insurance is a critical component of a well-rounded financial plan, and we’re here to help you make sure it’s working for you ????????’?? ?????? ???? ???????? ???????? ?? ?????????????????????????? ???????????????????? ?????? ?????????????????? ????????: Sustaining Your Retirement Lifestyle: Life insurance can be a key factor in ensuring your retirement savings last, allowing you to maintain the lifestyle you’ve worked so hard to achieve. Maximizing Your Income: With the right life insurance strategies, you can reduce your tax liabilities and keep more of your retirement income. Planning for Long-Term Care: Life insurance can provide the financial resources needed for long-term care, helping to preserve your savings for other retirement goals. Protecting Your Legacy: It’s about securing not just your future, but your family’s future as well, ensuring they’re financially protected no matter what. At A Tailored Method, LLC, we help our clients integrate life insurance into their broader financial plans, ensuring that all aspects of their future are well-protected. This month, take a moment to consider how life insurance can enhance your financial security. If you're ready to explore your options, our team is here to provide expert guidance. Let’s work together to safeguard what matters most. #LifeInsuranceAwarenessMonth #FinancialPlanning #RetirementSecurity #AplannedMethod #WeAreATM

????????? ?????? ???????????????? ?????? ????????????????????? A recent story about a Boomer couple who spent their lives working hard and now find themselves just scraping by, despite having pensions, is a wake-up call for many. They shared that even with their pension income, they struggle to make ends meet and can’t imagine relying solely on Social Security. ???????? ???????????????????? ?? ???????????????? ??????????:?Retirement is more challenging than ever. Even those who’ve planned ahead with pensions may find that it’s not enough to maintain their desired lifestyle. As retirement approaches, it’s essential to ensure your financial strategy is robust enough to sustain you through the years. ?? Pre-retirees: Are you confident your retirement plan will allow you to live comfortably? Now is the time to review your financial situation, explore additional income streams, and optimize your savings. At A Tailored Method, LLC, we help our clients plan their finances leading up to and during retirement, ensuring they don’t outlive their money. From optimizing income to avoid unnecessary taxes to budget planning and maximizing your retirement nest egg, we’re here to support your journey. Don't wait until it's too late. Let's have a conversation about how to secure your retirement today. https://ift.tt/o6w9s1V #RetirementPlanning #FinancialSecurity #PreRetirees #Pensions #SocialSecurity #FinancialAdvice #WeAreATM

?? ?????????? ???????????????? ?????????????????? ?????????????????? ??????! ?? Today, August 14th, is a crucial reminder of the importance of financial literacy. ???????????? ???????? ?????????????? ?? ???????????????? ???????? ?????? ?????????????????? ?????????????????? ??????????????????: ???????? ?????????? 50% ???? ?????????????????? ?????? ???????????????????? ?????????????????????? ????????????????, ???????????? ???????? ???????? ???????? ?????? “??????????,” ?????? ???????? 66% ???????? ???????????????? ???? ????????????????. Moreover, 73% report that personal finance is their biggest stressor (CNBC). In observance of #NationalFinancialAwarenessDay, we encourage everyone to take proactive steps towards improving their financial health. Here are some impactful ways to celebrate: ?????????????? ???? ???????? ?????????????????? ??????????: Regularly review and adjust your financial ambitions. Whether you aim to buy a home, launch a business, or secure a comfortable retirement, setting clear, realistic goals is foundational to financial success. ?????????????? ???????????????? ???? ???????????????? ??????????????:?Knowledge is power. Dive into resources like books, blogs, and podcasts that can bolster your understanding of budgeting, investing, and managing debt. ???????????? ?? ????????????:?Track your income and expenses to better manage your financial life. This simple practice can help you identify savings opportunities and ensure your spending aligns with your goals. If you’re seeking personalized advice or need help setting realistic financial goals, our team at A Tailored Method, LLC is here to guide you every step of the way. Let's not just make financial awareness a one-day event, but a lifelong commitment. Your financial health matters! #NationalFinancialAwarenessDay #FinancialLiteracy #MoneyManagement #FinancialGoals #Budgeting #InvestSmart #DebtFreeJourney #WeAreATM

Just as athletes prepare for the Olympics, preparing for retirement can indeed be an Olympian task—requiring dedication, strategy, and long-term vision. At A Tailored Method, LLC we see ourselves as the coaches behind the scenes, helping you train for one of the most significant events of your life: your retirement. It's about setting long-term goals, staying disciplined in your savings routine, and adjusting strategies as you navigate through different life stages. Our team is committed to coaching you through each step, ensuring you're ready to step onto the podium and claim your gold medal in retirement. ?? ???????????????????? ???????? ???? ????????????????: Every successful athlete follows a meticulously crafted plan tailored to their unique strengths and challenges. Similarly, we customize your financial plan to fit your personal goals and financial situation, ensuring a tailored approach to your retirement. ???♂? ?????????? ???????? ????????????????????: Just as Olympians train relentlessly to perfect their skills, effective retirement planning requires consistent effort and disciplined saving. We’re here to keep you on track, making sure that your financial health is always in peak condition. ?? ??????? ?????? ????????:? Our goal is to help you reach the podium of financial freedom and security. Whether you're looking to retire early or ensure a comfortable lifestyle in your later years, we're here to guide you through every hurdle and celebrate your victories. Ready to start training for your retirement? Let’s set the pace together and race towards a golden future! ?? #RetirementPlanning #FinancialFreedom #InvestmentStrategy #WealthManagement #FinancialGoals #WeAreATM