Fauss Tatoute

Fauss Tatoute I help individuals achieve a more secure future by working to understand their situation and to build a relationship that will serve their needs over time.

Please let me know how I might be able to help you realize your vision for the future.

Reach out if you have questions about how to manage your retirement savings.
03/18/2022

Reach out if you have questions about how to manage your retirement savings.

Learn when you may want to roll over retirement funds and when it might be best for you to leave them in your employer’s plan. Here’s what you need to know.

From taxes to homebuying, reach out if you’d like to discuss this month’s checklist.
03/12/2022

From taxes to homebuying, reach out if you’d like to discuss this month’s checklist.

If you’re looking for 5 ways to improve your finances in March, here’s how you can lower your tax bill and prepare for homebuying season.

You may be able to deduct more than you think.
03/09/2022

You may be able to deduct more than you think.

If you recently started a business, it’s OK if you don’t know what kinds of expenses you may be able to deduct. Learn more about tax deductions for businesses.

Despite a lack of big promotions, March isn’t short on bargains. Here are the best deals to look for this month.
03/03/2022

Despite a lack of big promotions, March isn’t short on bargains. Here are the best deals to look for this month.

This month ushers in daylight saving time, the spring solstice and plenty of deals for savvy shoppers. Here are 5 things to buy in March and 3 to skip.

If you’re not sure which is a better fit for your estate plan, let’s talk.
02/28/2022

If you’re not sure which is a better fit for your estate plan, let’s talk.

They can both serve an important part in an estate plan, but is it better to have a will or a trust? We break down the differences.

Arriving prepared will help make the tax filing process that much smoother.
02/21/2022

Arriving prepared will help make the tax filing process that much smoother.

Filing taxes isn’t always straightforward, even with the help of a pro. Read this to know what to bring to your tax appointment.

Define what wellness looks like for you.
02/17/2022

Define what wellness looks like for you.

Grokker CEO Lorna Borenstein created a customizable framework to help you measure whether you’re meeting wellness goals. Here’s how to use it if you’re dealing with burnout.

If you’d like to discuss your goals and the progress you’re making, let’s talk.
02/14/2022

If you’d like to discuss your goals and the progress you’re making, let’s talk.

This month, take stock of your retirement savings and start to prepare for tax season. Here are 5 ways to improve your finances in February.

Whether you’re looking for a sweetheart deal or a deal on a gift for your sweetie, you’ll have some good sales to choose...
02/08/2022

Whether you’re looking for a sweetheart deal or a deal on a gift for your sweetie, you’ll have some good sales to choose from. Here are the best deals to look for in February.

Shopping for bargains continues to look different during the pandemic, but some traditional categories still offer reliable sales. Here are 4 things to buy in February and 2 to skip.

Not sure if you have a comprehensive financial plan? Let’s go over your goals together.
02/05/2022

Not sure if you have a comprehensive financial plan? Let’s go over your goals together.

Do you know what is in a financial plan? It may be more comprehensive than you think. Take our quiz to test your knowledge.

If you’re trying to figure out how to reach your most important financial goals, let’s talk.
01/31/2022

If you’re trying to figure out how to reach your most important financial goals, let’s talk.

SMART goals have long been used to help with work productivity, but they can help you with your money too. But what is a SMART goal and how can you apply it to your finances?

Asset management firms are like a hardware store of financial tools, whereas a wealth management company is more akin to...
01/27/2022

Asset management firms are like a hardware store of financial tools, whereas a wealth management company is more akin to a general contractor. We’ll explain.

What is an asset management company, and is it the same as a wealth management company? Let’s take a closer look.

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