Tailored Wealth

Big news from Tailored Wealth! ?? Our brand-new website has officially launched, marking a significant step in our journey. This isn’t just about a new look. It’s the next chapter in a story that started nearly two decades ago. Here's a quick timeline of how we got here: ?? 2006: Our founder became a licensed financial advisor—filled with ambition and ready to make a difference. ?? 2016: Transitioned to serving private clients, gaining firsthand experience and insight. ?? 2020: Tailored Cents was launched to empower clients with a fresh, personalized approach. ?? 2025: After years of growth and innovation… Tailored Wealth is here. Our mission remains clear: We help high-income professionals and business leaders make smart, strategic financial decisions. ?? Complex compensation plans? We simplify them. ?? Frustrated with high taxes? We’ll show you how to keep more of your earnings. ?? Planning for retirement? We build strategies tailored to your life and goals. And now, our website is your all-access pass to explore valuable insights—videos, newsletters, whitepapers, and more. ?? No more figuring it out alone. Are you ready to take charge of your financial future? ?? Check out the video to learn more, then head to YourTailoredWealth.com. Let's grow together!

?? FIRE Without the Burnout: Rethinking Early Retirement for Long-Term Success ?? The dream of Financial Independence, Retire Early (FIRE) is more than just aggressive saving—it's about designing a financial strategy that truly lasts. But between inflation, taxes, and market risks, hitting your FIRE number is just the beginning. Our latest newsletter breaks down: ? Why your FIRE target isn't set in stone ? How hybrid FIRE models (like Coast & Barista FIRE) can reduce risk ? The hidden impact of taxes and sequence of returns risk ? Strategies to keep your money working for you—even after retirement ?? Ready to make FIRE work for you without the burnout? Read the full newsletter here: https://lnkd.in/e33AbRTP #FinancialIndependence #FIREMovement #RetirementPlanning #WealthBuilding

Navigating the financial landscape as a Go-To-Market leader or sales professional can be both complex and rewarding. Our latest blog post delves into the dual nature of equity compensation, highlighting its potential for wealth creation alongside the challenges of taxation and behavioral biases. Understanding these intricacies is crucial for maximizing your financial outcomes. Partnering with a financial advisor who specializes in the unique needs of GTM professionals can provide tailored strategies to align your equity decisions with long-term goals. Discover how to transform potential into performance by reading the full article here: https://lnkd.in/eKjzSveE

Wealthy investors THINK DIFFERENTLY. They don’t chase the “next big thing.” They don’t gamble their fortune on a single stock, business, or trend. They play the long game—strategically, patiently, and with discipline. So, what’s their secret? ?? In our latest newsletter, we break down why the ultra-wealthy never go all-in on one play—and how you can apply the same principles to protect and grow your wealth. ?? Read it here: https://lnkd.in/e_sY5Fb9

What happens after the big payout? For many, a life-changing financial event—whether from selling a business, stock options, or an inheritance—brings more questions than answers. ?? How do you preserve wealth for the long term? ?? How do you grow it without unnecessary risk? ?? How do you ensure financial security for generations? At Tailored Wealth, we guide high-net-worth individuals through this crucial transition. Our latest blog covers key wealth preservation and growth strategies that ensure your financial success isn’t just temporary—it’s lasting. ?? Read it here: https://lnkd.in/ejsMeBai If you’ve experienced a significant liquidity event (or expect to), this is a must-read. What’s your #1 concern after a financial windfall? Drop it in the comments. ??

?? Inflation is quietly robbing you every single day. And most people won’t realize it until it’s too late. Your savings? Shrinking. Your investments? Losing ground. Your retirement? At risk. ?? If your financial plan isn’t built for real-world inflation, you could be making the biggest money mistake of your life. Here’s the truth: A 3% inflation rate sounds small—until you realize that in 20 years, your $100,000 will need to be $180,000 just to buy the same things. And if inflation spikes? The gap widens. Fast. Yet, too many financial strategies rely on outdated models that assume inflation will “settle down.” (Spoiler: It won’t.) ?? If your financial advisor isn’t actively adjusting for inflation risk—you need to ask better questions. ? “What inflation rate are you using in projections?” ? “How will rising interest rates impact my investments?” ? “Is my portfolio positioned to benefit from inflation?” ?? This week’s newsletter breaks it all down: ? The sneaky way inflation erodes your wealth ? Smart investment moves to protect your future ? Why diversification is no longer optional in 2025 Inflation punishes those who wait. And rewards those who prepare. Are you playing offense or defense with your money? ?? Drop a comment. ?? Full breakdown here: https://lnkd.in/eE2THbgg

?? Work-Related Tax Deductions You Might Be Overlooking ?? You work hard for your money—so why pay more in taxes than necessary? Many high earners assume they’ve maxed out their deductions. But the truth is, plenty of tax-saving opportunities quietly go unused every year. These aren’t loopholes. They’re 100% legal strategies designed to help you keep more of what you’ve earned. Here’s a sneak peek from this week’s newsletter on the deductions you might be missing: ?? Education Expenses – If you’re investing in professional development that enhances your current role, your tuition and fees could be tax-deductible. ?? Home Office Deduction – Think this is just for freelancers? Some states allow employees to deduct home office expenses if their employer doesn’t provide a workspace. ?? Investment Advisory Fees – While no longer deductible from taxable income, paying them directly from your IRA can lower your out-of-pocket costs. ?? Tax-Efficient Giving – Donor-Advised Funds and Qualified Charitable Distributions can help you maximize deductions while supporting the causes you love. ?? Hidden Childcare & Education Breaks – Dependent Care FSAs and certain 529 Plans can still offer tax savings, even for high earners. ?? The Augusta Rule (Section 280A(g)) – Business owners can rent their home to their business for up to 14 days per year—tax-free! Tax planning isn’t just for tax season—it’s a year-round strategy. A few small tweaks today could add up to six figures in savings over time. ?? Want the full breakdown? Check out this week’s newsletter for all the details: https://lnkd.in/e_zTC9nq

?? Stock Options: A Wealth-Building Superpower (If You Know the Rules) Stock options can feel like winning the lottery... until tax season shows up to collect its share. ?? Without a plan, exercising and selling equity compensation can trigger a painful tax bill. But here’s the good news: with smart planning, you can reduce that tax hit and keep more of your gains. Here’s a quick breakdown of the key points from this week’s Making Sense of Your Money article: ?? Know your options: -ISOs (Incentive Stock Options): Favorable tax rates but risky AMT complications. -NSOs (Non-Qualified Stock Options): Immediate tax at exercise, no AMT drama. ? Timing matters: -Avoid income spikes in high-earning years. -Exercise during lower-income years to save big on taxes. ?? Beware the AMT monster: -For ISO holders, large exercises can trigger a big AMT bill. -Work with an advisor to project your AMT exposure before making moves. Want to dive deeper into these strategies? Check out the full article on our website for practical tips on protecting your wealth through tax-smart equity planning. https://lnkd.in/e_zTC9nq Have stock options? Let’s talk about how to make the most of them!

Big news! ?? After months of planning, late nights, and fine-tuning every detail… our brand-new website is LIVE! But this isn’t just a website. It’s the next chapter in a journey that started nearly 20 years ago. ?? 2006: I became a licensed financial advisor. (Clueless but driven.) ?? 2016: Started serving private clients. (Learning the ropes, but knew there was more.) ?? 2020: Launched my first business, Tailored Cents. (Finally, my own path!) ?? 2025: After years of growth, failures, and evolution… Tailored Wealth is here. Our mission? To help high-income professionals and business leaders make smarter, more strategic financial decisions. ?? Overwhelmed by complex compensation? We break it down. ?? Tired of paying more taxes than necessary? We show you how to keep more of what you earn. ?? Need a retirement plan that actually works for YOU? We help you craft one. ?? And the best part? You don’t have to figure it out alone. Explore videos, newsletters, whitepapers, blog posts, and more—all designed to help you build wealth on YOUR terms. This is where your financial future starts. Are you ready? ?? Visit YourTailoredWealth.com now!

?? Vacation home or investment property? Which should you choose? It’s the ultimate head vs. heart dilemma: Dream of sipping coffee on your deck by the sea...or watch your portfolio grow through real estate investments. In our latest post, we break down the costs, trade-offs, and strategies to help you decide what works best for you—whether it's building wealth or creating priceless memories. ?? Run the numbers. Discover your 'why.' Make your move. Read the full article here ?? https://lnkd.in/e_zTC9nq #RealEstate #InvestmentProperty #VacationHome #FinancialPlanning #WealthBuilding #PersonalFinance #RealEstateInvesting