Gaylor Tachauer & Associates Private Wealth Management

10/05/2026

A big thank you to everyone who joined us for the Gaylor Tachauer Invitational at Rally!

From first-time players in our beginner group to those ready for a little competition during the round robin, it was a fantastic morning of learning, laughter and connection.

We look forward to welcoming more clients and their guests to the court next year.

09/07/2026

Taking out life insurance when buying or selling a business can not only ensure a smooth transition, but it can also be an effective estate planning tool. Read More: https://ow.ly/GpIL30sYET2

09/01/2026

One of the conversations we regularly have with business owners is how to protect the value they've built inside their company. Have you thought about insurance?

Insurance is often viewed as an expense, but when structured properly, it can become an important part of a broader business, succession, and estate planning strategy. This article provides a helpful overview of opportunities entrepreneurs may want to consider.

Read More: https://ow.ly/BjgI50ZHJ2o

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