Tailwind Financial Strategies

Tailwind Financial Strategies Visit my website (www.tailwind-fs.com) for contact information. See less

Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor and member of FINRA (www.finra.org) and SIPC (www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.tailwind-fs.com.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
09/07/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

The key to healthcare in retirement might be a patchwork of different choices.
09/04/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

If you thought that payouts from life insurance are tax-free in all cases, think again.
09/02/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
08/31/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
08/28/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
08/26/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Facing divorce? Don't overlook changes to your insurance coverage.
08/24/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

For a small business, the loss of a key person could cause financial hardship.
08/21/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Learn the language of life insurance.
08/19/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Address

303 S Mission Street, STE 300
Wenatchee, WA
98801

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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