Tactical Financial Solutions

09/02/2026

08/28/2026

Boutique private-market health insurance brokerage. $0 deductible plans, premiums as low as $150/mo, stipend programs & QSEHRA compliance. Serving all 50 states.

07/31/2026

🎒🎒 The backpacks are back.

Every year around this time, the phone calls change. ☎️

➡️ Tuition wires.

➡️ Grandparents asking how to help.

➡️ Parents of high school seniors are thinking about FAFSA for the first time.

➡️ Empty-nesters are asking what to do with the spending that just freed up.

➡️ New questions about insurance coverage when a teen starts driving to an out-of-state campus.

If any of this is sitting on the family list, it could be a good time to meet with a financial professional.

07/24/2026

National Parents’ Day is this Sunday, which is news to most parents.

So no, the day will probably not put parents in the spotlight. But parenting is a 365-day job, and one piece of it gets quietly transferred whether parents are intentional or not: financial habits.

Some kids and grandkids absorb attitudes about earning, saving, and risk long before they understand the math.

A few questions worth asking before the next family gathering:

🔹 What do the kids and grandkids actually know about how the family operates financially?

🔹 What do we want them to understand about earning, saving, giving, and risk?

🔹 When was the last family discussion about money that was not about a specific bill or expense?

🔹 Is there a generational wealth strategy, and does the next generation know enough about it to carry it?

The families we see do this best hold a standing meeting once or twice a year, and summer is a perfect time!

Nothing formal. Just enough rhythm that the next generation knows what is being built and why.

07/19/2026

Travel fraud gets worse every summer, and we hear more stories from clients every year.

A quick login from the lobby.

A brokerage app checked from the airport lounge.

A bank balance pulled up at a cafe.

Public networks are where accounts can get exposed.

A few habits worth building before the next trip:

🛑 Skip public WiFi for anything financial. Use cellular data or a personal hotspot.

🛑 Turn on real-time transaction alerts for every card.

🛑 Consider using credit, not debit.

🛑 Watch for skimmers (devices attached to gas pumps and ATMs that copy card data).

A few minutes of preparation before the trip can help prevent months of cleanup after.

07/19/2026

This 4th of July is a milestone year! 🗽

It’s our nation's 250th birthday.

Hope most of you are enjoying a long weekend celebrating this historic anniversary.

From our family to yours, wishing you a happy Independence Day weekend. 🎆

07/19/2026

🚨 YOUR NEXT PARTY INVITE COULD BE A TRAP

Our team came across this one and wanted to pass it along.

Hackers are hijacking actual friends' accounts to send fake invites via Evite, Paperless Post, or Punchbowl.

THE DOMINO EFFECT:

▪️ You hit RSVP in a friend's email.

▪️ A fake login page steals your password.

▪️ The same invite blasts to your entire contact list from your account.

▪️ Hackers now have access to your banking, brokerage, and password reset services.
Here’s how to spot a fraudulent party invite!!!

🔍 Check the Sender: Real Paperless Post invites come from an official paperlesspost.com address, Evite from evite.com, and Punchbowl from punchbowl.com, not a personal email address.

Protecting your wealth starts with protecting the email tied to it. Hope this helps!

07/04/2026

Wishing everyone a safe and happy Independence Day! We hope your 4th of July weekend is filled with fireworks, fun, and good company with your loved ones. 🎇

06/25/2026

The is the longest day of the year — and roughly the halfway mark — which makes it a natural checkpoint for your finances. Here are a few simple items to review to make sure you’re still on track.

Which one are you starting with? Tell us in the comments. 👇

06/21/2026

Today we celebrate the lessons, guidance, and support that lasts a lifetime. to the father figures who lead by example and confidently help us build our futures. 💙