Talent Insurance & Financial Solutions, LLC

Talent Insurance & Financial Solutions, LLC Securities and Advisory Services offered through Harbour Investments, Inc. Member SIPC, Securities in Wisconsin, North Carolina, Georgia, Florida and Illinois.

Talent Accounting Services, LLC was developed to provide affordable accounting services to non-profit organizations, small businesses including condominium associations, and individuals. The services provided to each include:

Non-Profit Accounting: A love for the non-profit industry was developed when I became the treasurer for the Waunakee Community Band, a non-profit organization developed to

share the gift of music with the Waunakee community. I am currently developing a relationship with another non-profit organization. The services provided include but are not limited to:
• Determining whether the non-profit has the most advantageous tax status, and work with the IRS and complete paperwork to update tax status as needed
• Provide day to day accounting services such as accounts payable, accounts receivable, payroll and daily account reconciliation
• Completing tax returns on a yearly basis

Small Business Accounting: The first client I approached to build a business relationship with was the fitness club I attend, Fitness for Success. Clayton McCauley, the owner and manager of Fitness for Success, states “I have been working with Emily for some time now and I have greatly appreciated her business and knowledge. She has been very helpful working with my schedule and my style of business. She is timely with her work and very thorough, so much so that I can spend more time working on what I do best. Thank you Emily!” The services I will provide include but are not limited to:
• Payroll
• Accounts Payable
• Accounts Receivable
• Account Reconciliation
• Tax Return Preparation

Condominium Association Accounting: I am currently providing my services to one condominium association. We first discussed our relationship and drew up a contract for the services to be provided. The association decided at that time to go with an established CPA firm in Waunakee. In February, the treasurer of the association contacted me again, stating the association received the bill for services from the CPA firm and decided to search for someone who could provide the same quality of services but at a more affordable price. The association decided to contract with me. The services I will provide include but are not limited to:
• Accounts Receivable
• Accounts Payable
• Payroll
• Account Reconciliation
• Tax Return Preparation

Individuals: I can assist with the following:
• Tax Return Preparation
• Debt and Savings Management

If there are any other services you need, I am willing to help you. I pride my business on providing quality services at a reasonable cost to my clients. Securities and Advisory Services offered through HARBOUR INVESTMENTS INC. Member SIPC
Securities Licensed in WI

“Is that old 401(k) really working as hard as it could?” That question sparked today’s conversation while we laughed abo...
06/11/2026

“Is that old 401(k) really working as hard as it could?” That question sparked today’s conversation while we laughed about AI that still can’t fold laundry and kids’ soccer schedules packed five nights a week. We discovered his dormant workplace plan was paying north of 1 % in hidden costs—yet offering limited growth and zero guidance. By rolling those funds into a flexible IRA with a built-in buffer against market drops, he’ll cut expenses, gain dozens of investment choices, and have me monitoring the account year-round. A small advisory fee now opens the door to greater upside and hands-on support when life (or markets) gets messy. Take a look at any forgotten accounts: are they fueling your future or just collecting dust?

Can you put a dollar figure on being healthy?One study that compared active and inactive adults found that healthcare co...
06/10/2026

Can you put a dollar figure on being healthy?

One study that compared active and inactive adults found that healthcare costs are 9% to nearly 27% lower for those who stay "on the move," according to a landmark study by BMJ Journals.

When socking away money for retirement, savvy savers are not only accumulating money but also thinking about what they won't have to spend.

“How many retirement accounts are you still juggling from old chapters of your business?”  In today’s review, two entrep...
06/08/2026

“How many retirement accounts are you still juggling from old chapters of your business?”
In today’s review, two entrepreneurs realized they’d outgrown the patchwork they’d built: a SEP from their start-up days plus a newer SIMPLE IRA for their growing team. We walked through the rules, and—minutes before the market closed—queued an in-kind transfer that shrinks four accounts to two. Same investments, zero transfer costs, far less paper clutter. Now their statements will finally match the way they run the company: simple, focused, and ready for the next opportunity. If your desk is buried in legacy accounts, it might be time for a spring-clean. Fewer buckets, clearer vision.

“Can I really open a specialty shop, run dozens of rentals, AND keep up with real-estate commissions?” That was the big ...
06/04/2026

“Can I really open a specialty shop, run dozens of rentals, AND keep up with real-estate commissions?” That was the big question in yesterday’s strategy session. My client already had shelves picked out for locally sourced treats—but the real test was behind the scenes. We mapped out payroll for five part-time employees, linked a Square register to cloud bookkeeping, and talked through why an S-corp election could trim thousands from future self-employment taxes. The light-bulb moment came when they saw how a tidy bookkeeping workflow today will free them to focus on greeting customers tomorrow. If your next venture involves more moving parts than a warehouse, take time now to build systems that work while you sleep.

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, ...
06/03/2026

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, according to a September 2025 U.S. News & World Report article.

Not supplements. Not sleep hacks. Not anything you might read about on a social feed. Just movement. Plain and simple.

What habit has made the biggest difference for you?

“That envelope looked official—and a little scary.”  Today a client brought in a packet she’d been avoiding: a forgotten...
06/01/2026

“That envelope looked official—and a little scary.”
Today a client brought in a packet she’d been avoiding: a forgotten pension from jobs she held decades ago. Together we spread the pages across my desk, sorted the jargon, and discovered the balance could fund about $1,000 of monthly income. The choice wasn’t just numbers; it was about peace of mind while she cares for a spouse with Alzheimer’s. We weighed life-only payments against options that guarantee 15 years of checks for her heir, and she chose the path that lets her sleep at night—even if it costs $96 a month in reduced income.

Hidden accounts and small plans can make a real difference when they’re matched to what matters most. When was the last time you opened every envelope?

“Hitting ‘send’ on a retirement letter can feel scarier than any market swing.”  In our recent meeting, a client looked ...
05/28/2026

“Hitting ‘send’ on a retirement letter can feel scarier than any market swing.”
In our recent meeting, a client looked at me and said, “Just tell me it’s going to be okay.” Together we unpacked every line item—from her $1,405 mortgage (locked at under 3 %) to the extra $70 in winter utilities and the hybrid SUV she loves. Her worry: a $900 monthly shortfall once the paycheck stops. The solution was already in her portfolio. By activating a long-dormant annuity stream and pausing a $1,000 automatic investment into her non-qualified account, we bridged the gap and even lowered her future tax bill. Suddenly the idea of Friday morning coffee rides—and no more Beltline traffic—felt real. The takeaway? Sometimes the road to confidence isn’t earning more; it’s turning the right taps that are already within reach. What hidden income switch could change your timeline?

Over the next decade, women are set to control up to $30 trillion in financial assets. But wage gaps, caregiving respons...
05/26/2026

Over the next decade, women are set to control up to $30 trillion in financial assets. But wage gaps, caregiving responsibilities, and life changes like divorce can all impact long-term outcomes.

Women investors are doing things differently—trading less, thinking long-term, and staying curious. This isn’t about catching up. It’s about moving forward with confidence.

Let’s talk about what’s next.

Source: Transamericacenter.org, 2021.

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They wil...
05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

Bring the flavors of your garden to your kitchen with a fresh herb garden. Basil, rosemary, thyme, and mint are just a f...
05/21/2026

Bring the flavors of your garden to your kitchen with a fresh herb garden. Basil, rosemary, thyme, and mint are just a few of the versatile herbs you can grow right outside your door. Not only do they enhance your culinary creations, but they also add a delightful aroma to your outdoor space. With minimal care, you can enjoy fresh herbs year-round, elevating your dishes to new heights.

Address

110 N Grand Avenue Ste 216
Sun Prairie, WI
53590

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

(608) 825-7882

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