Michael R. Testa, Owner/Financial Advisor with Tailored Wealth Solutions

01/24/2026

Start your life together with honest financial conversations.

Talking about money can be an emotional, especially when two lives come together. You’re blending two sets of financial habits, goals, and those conversations can feel personal.

But talking about money early on can help couples build trust, stay aligned, and create a strong foundation for their future.

This Financial Planning Checklist for Young Couples can help you start that conversation. A few small, consistent steps now can make a big difference later.

Start your financial journey together with clarity and confidence.
https://bit.ly/4re4N0N

01/23/2026

Retirement is a new chapter that still needs a plan.

Reaching retirement is an incredible milestone. You’ve built a life that reflects your values, and now it is about protecting and enjoying it.

Your retirement years, however, are not the end of planning. They mark a new chapter that calls for flexibility and focus.

This Financial Planning Checklist for Retirees can help you stay proactive about your finances, review your goals, and adjust your plan as life evolves. A thoughtful approach can help ensure your wealth continues to support both your lifestyle and your legacy.

Enjoy the life you have worked hard to build with confidence.
https://bit.ly/3NyTzFG

01/21/2026

Mortgage rates are unchanged and still under 7%. Today's national average on a 30-year fixed-rate mortgage is 6.27%, according to Bankrate.

Explore current mortgage rates and what they mean for homebuyers.

01/20/2026

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here :
https://bit.ly/4jKBsZe

01/10/2026

Economic growth across the globe will be highly uneven, in 2026, with some major economies accelerating while others hit the brakes.

Economic growth across the globe will be highly uneven, with some major economies accelerating while others hit the brakes.

01/09/2026

Research shows that those who retire without structure, purpose or social connection experience faster cognitive decline, higher rates of depression, even shortened life expectancy. Learn more.

A fulfilling retirement begins with a blueprint for living, rather than simply the accumulation of a large nest egg. Financial freedom is meaningful only when it supports a life of purpose, connection and vitality.

01/07/2026

Average mortgage rates are in the low 6% range, but there are ways to snag a lower rate. Learn about eight strategies for securing a mortgage rate under 6%.

01/03/2026

Money doesn’t have to come between you. It can bring you closer.

For many couples, talking about finances is tough. Different goals, priorities, and perspectives can make it hard to feel like you’re on the same page.

That’s where a financial plan helps. It gives you a way to talk openly, make decisions together, and feel more confident about the future you’re building.

To see how planning today, not “someday,” can make your goals clearer and your relationship stronger, watch this video, Plan Together, Grow Together.
https://bcove.video/4psC3Bd

01/02/2026

Leaving a legacy means making an impact on future generations. Whatever you envision, it's vital to plan now and ensure that your wishes are followed. Watch this video and reach out today so we can discuss estate planning strategies that are right for you.
https://bcove.video/4kq68xR

12/31/2025

Caring for an aging loved one is one of life’s most meaningful acts of love, but it can also bring complex financial decisions that impact your own future.
Whether you’re supporting a parent today or preparing for the road ahead, proactive planning can help you protect your financial wellbeing while ensuring your loved one receives the care they deserve. Read this article to explore practical strategies for balancing compassion and financial confidence. https://bit.ly/49g4wTP