Wyatt Coleman, Founder & CEO A Tailored Method LLC

11/11/2024

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

11/05/2024

The majority of millennials admit they don't know enough to properly manage their finances. If student loans or bills prevent you from reaching your financial goals, learn how a financial advisor can set you on the right path.

Working With a Financial Advisor Now Can Yield Major Savings for Decades to ComeMillennials face a number of savings obstacles in today's economic environment, and few seek out professional financial help. Even in a digital world, financial advisors are well equipped to help millennials get on tra...

10/31/2024

Ever wonder what a financial advisor actually does and whether one could help you? This article gives you the lowdown.

Working With a Financial Advisor Now Can Yield Major Savings for Decades to ComeMillennials face a number of savings obstacles in today's economic environment, and few seek out professional financial help. Even in a digital world, financial advisors are well equipped to help millennials get on tra...

03/17/2024

Don't press your luck when it comes to retirement. Learn how adding a fixed annuity to your savings strategy can provide a guaranteed, sustainable way to maintain income in retirement—as well as offer the security and peace of mind needed to face the future with confidence. If you have questions, reach out. I'm here to help.

With the concept of "minding the risk gap", start feeling confident and in control of the retirement planning process.

12/12/2023

🌟 "End-of-Year Financial Check-Up: Are You Ready for 2024?" 🌟

As 2023 winds down, it's the perfect time to assess your financial progress and set the stage for a prosperous new year: This isn't just about looking back; it's about setting yourself up for success in the new year. Here's how you can do a thorough review:

1. Assess Your Financial Goals:

Reflect on Achievements: Look back at the goals you set at the beginning of the year. Did you reach them? Understanding what worked and what didn’t is crucial for setting more effective goals next year.
Reset for 2024: Based on your current financial situation and the lessons learned this year, set realistic and achievable goals for the next year. Whether it’s saving more, reducing debt, or investing, make sure your goals are clear and actionable.

2. Investment Portfolio Review:

Performance Analysis: How did your investments perform against the market and your expectations? This is the time to review your asset allocation and consider if your portfolio needs rebalancing to align with your risk tolerance and investment goals.

3. Review Insurance and Estate Plans:

Insurance Policies: Life changes such as marriage, childbirth, or buying a house can affect your insurance needs. Ensure your coverage is adequate and up-to-date.

Estate Planning: Review your will, trust documents, and beneficiary designations. The end of the year is a good reminder to ensure all your estate planning documents reflect your current wishes.

A comprehensive end-of-year financial review is the cornerstone of sound financial planning. It helps you close out the current year on a strong note and positions you for greater success in the coming year. Remember, the more you understand your financial situation, the better prepared you are to make smart financial decisions

If you’re looking for guidance on conducting your end-of-year financial review or setting solid financial goals for 2024, feel free to reach out. Let’s make 2024 your most financially successful year yet!

10/31/2023

🎃👻 Don’t Let Long-Term Care Spook Your Financial Plan! 👻🎃

Greetings Ghouls and Gals! 🧙‍♂️ As the air chills and the leaves fall, it’s time to tackle a topic that can send shivers down anyone’s spine - Long-Term Care. It doesn’t have to be a frightful affair, we promise! 🙌

Imagine this: You've worked hard, built a solid retirement of treats. But lurking in the shadows, unexpected long-term care expenses can swoop in like a bat in the night, throwing a phantom wrench in your well-laid plans. 🦇💸

But fear not! With proactive planning, we can carve out a path that includes long-term care in your financial plan, ensuring it’s all treats and no tricks for your golden years! 🍬🌟

👉 Let’s unmask the myths and mysteries of long-term care together, ensuring your financial plan is as solid as a pumpkin! 🎃💪

Get in touch if you dare, for a conversation that will leave you spellbound with financial confidence! 📞📩

09/29/2023

Did you know that in 2024 you will be able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://www.eaglestrategies.com/public_files/Fact_Sheet_-_Roll_Over_529_Into_IRA_-_Eagle_-_Final.pdf

09/26/2023

What does retirement look like for a couple with an age difference? This article discusses some considerations around retirement planning when there’s an age gap between you and your partner.

This article will discuss some considerations around retirement planning for dual-career couples with an age difference.

09/18/2023

Passing assets through trusts can help protect your family's estate.
Estate planning involves protecting your assets and ensuring a smooth transfer to loved ones. Trusts offer a valuable solution, allowing control over assets and safeguarding them from creditors. By passing assets through trusts, you can minimize tax liabilities. Read more on creating an effective estate plan that enhances your gift to future generations. New York Life does not provide tax or legal advice.
https://thenautilusgroup.com/nautilusnavigator/passing_assets_through_trusts_can_help_protect_family_estate.pdf

09/15/2023

Gifts to charitable remainder trusts can provide tax benefits for donors.
Discover the power of the Charitable Remainder Trust (CRT) for optimizing your taxes and supporting causes you care about. Convert appreciated assets into an income stream while securing future contributions to your preferred charity. Learn more on how this tax-advantaged strategy works to offer immediate charitable deductions and provide income to the donor or another person.
https://thenautilusgroup.com/wp-content/uploads/2023/07/gifts_to_crts_can_provide_tax_benefits_for_donors.pdf

09/11/2023

Let us all take a moment to honor those whose lives were taken and those who rose to service. Lives were lost, lives were altered, and the world changed forever. May God continue to watch over and Bless The United States of America! WE WILL NEVER FORGET!
“One of the worst days in America’s history saw some of the bravest acts in Americans’ history. We’ll always honor the heroes of 9/11. And here at this hallowed place, we pledge that we will never forget their sacrifice.”

~President George W. Bush at the Pentagon in 2008