Solaris Strategic Wealth

09/23/2026

Estate settlement and probate involve terminology and processes most people have never encountered before losing a loved one, and the unfamiliarity adds stress at an already difficult time.

We help clients understand what's actually required in their specific situation, translating the process into plain language and working through it alongside them.

If someone you know is facing estate settlement for the first time, having someone explain the process clearly can make a real difference.

We are here to support you and explain the process clearly. Lets schedule a conversation: https://lnkd.in/eA377pqv

09/22/2026

We're hosting Kimberly Melton, owner of Visual Story Media on September 29th for something a little outside the usual wealth conversation, and we're glad to have her.

Your photos are part of the legacy you leave, and most of us have decades of them sitting in boxes and on phones. Kimberly will show you how to turn that pile into something your family will actually treasure.

45 minutes, free to join. Sign up here, and pass it along to friends, family, and co-workers who have been meaning to get to their photos: https://lnkd.in/gh9VRkDX

📸 Leave a Photo Legacy You Can Be Proud Of

Solaris Strategic Wealth believes success means embracing the joy of today while making smart choices for a prosperous tomorrow, and leaving a legacy you can be proud of. Join us for a free online session where Visual Story Media founder Kimberly Melton applies that same philosophy to something just as valuable, and just as often overlooked: your family's photos.

Whether you're facing decades of inherited prints and slides or years of unsorted pictures on your phone, you'll walk away with simple, doable habits to turn that overwhelming pile into a curated, accessible archive your family will treasure for generations.

And the timing couldn't be better: September is National Save Your Photos Month, so there's no better moment to get started.

🗓️ September 29, 2026
🕕 6:00 PM
💻 Zoom

Save your spot: https://financeinsights.net/mEl6hpWmaHrE2jdFPLwWEfpnzBk?email=jmcgarity%40solarisstrategic.com

09/21/2026

A divorce settlement that looks balanced on paper can be significantly uneven once taxes are considered. Retirement accounts, investment accounts, and cash all carry different tax treatment, which affects their true long-term value.

We help clients understand the after-tax reality of a proposed settlement, so decisions made during the divorce hold up well beyond it.

If you're working with a client evaluating a settlement offer or you are the one evaluating the settlement, we'd welcome the chance to review the tax picture thoroughly.

08/20/2026

One task that often gets missed after losing a spouse: a full review of insurance policies and beneficiary designations across every account, retirement plans, life insurance, even old employer accounts.

It's an easy thing to overlook while grieving, and it can have real consequences years later if it's not addressed. We help clients work through this methodically, so nothing important slips through.

If you know someone in the months after this kind of loss, this is a task worth raising gently.

08/18/2026

When kids are involved, divorce introduces an ongoing financial relationship that continues long after the paperwork is finalized: shared expenses, college savings, and decisions that require some level of coordination with a co-parent.

We help clients build a plan that holds up in this new structure, protecting their own financial footing while still supporting the goals they share for their children.

If you or someone you know is navigating this balance, we'd welcome the chance to help.

07/24/2026

Whether it's a marriage ending or a spouse passing, the financial picture changes overnight, and so does everything that used to feel automatic: who pays what, who decides what, who's even in the room.

We specialize in guiding people through both of these transitions. Not just managing what's left, but helping you land on solid ground, so what remains is relief.

07/22/2026

In the weeks after losing a spouse, there are decisions no one should have to make while grieving: which accounts to touch first, what bills need attention now versus later, what can simply wait.

We help widows and widowers sort through exactly that, at a pace that respects where they are.

Our job isn't to rush you toward answers. It's to hold the financial complexity so you don't have to carry it alone, so what's left is relief.

07/21/2026

Divorce rewrites your finances from the ground up: new accounts, new goals, sometimes a new name, almost always a new sense of what "stable" even means.

You don't have to figure that out alone, and you don't have to figure it out fast.

We work with people rebuilding after divorce and turn the financial complexity into a clear, steady plan. Relief is the point.