Gaylor Tachauer & Associates Private Wealth Management

08/28/2026

It’s back-to-school season, and that includes your portfolio. Register for our September 10 webinar, where IG Wealth Management’s Philip Petursson and Ashish Utarid will help you make sense of the markets and get positioned for year-end. Register now. https://event.on24.com/wcc/r/5403315/BA217117B0FB9663A6F8B592D87F19B2?partnerref=RO47Gaylor

08/28/2026

It’s back-to-school season, and that includes your portfolio. Register for our September 10 webinar, where IG Wealth Management’s Philip Petursson and Ashish Utarid will help you make sense of the markets and get positioned for year-end. Register now: https://event.on24.com/wcc/r/5403315/BA217117B0FB9663A6F8B592D87F19B2?partnerref=RO47Gaylor

08/17/2026

What if retirement planning is about preparing for decades of change?

Think about it... many retirees have faced a pandemic, inflation, rising living costs, technology shifts, and family challenges all within a few short years.

We believe financial planning is about more than numbers. It's about helping clients build resilience, adjust to life's surprises, and stay aligned with their goals as circumstances evolve.

Because a successful retirement isn't just about reaching the finish line. It's about being prepared for the journey that follows.

Retirees face nonstop disruption — from inflation to technology shifts — reshaping expectations, recovery time and what it means to feel secure in retirement.

08/14/2026

Your income in retirement will come from different sources so having a solid strategy for income withdrawal is key. Aurèle Courcelles, Vice-President of Tax and Estate Planning, IG Wealth Management, shared insights on how to structure retirement income during the decumulation phase—highlighting how a layered income pyramid approach can help build a personalized “retirement pay cheque.” Read More: https://ow.ly/lX4750ZztrX

08/10/2026

I had a great conversation with a recently retired nurse. I asked her how she was enjoying retirement and to my surprise she said, "It's getting better". We talked about the realization from 'being a nurse' to 'never being a nurse again' hit hard. This sudden transition is often an overlooked aspect of retirement and maybe a phased retirement is something to consider.

Is phased retirement for you? It may be if the thought of stopping work cold turkey is not appealing.

07/20/2026

Life should be about balance; you can save for the future while still enjoying your money today. We can build a tax-efficient savings strategy for you that will help ensure you hit your retirement goals while maximizing your current lifestyle.