Tailwind Financial Strategies

10/12/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

10/09/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/05/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

10/02/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

09/30/2026

Some simple, inexpensive energy-saving tips that may help you save money.

09/28/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

09/25/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

09/23/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

09/21/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.