Blogs

“Third-Party Posts”

The following link/content may include information and statistical data obtained from and/or prepared by third party sources that Financial Solutions, deems reliable but in no way does Financial Solutions guarantee its accuracy or completeness. Financial Solutions had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Financial Solutions. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Financial Solutions, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

 

Weekly Market Commentary

Weekly Market Commentary

The S&P 500 forged another set of all-time highs as investors embraced the idea of an economy running at a pace appropriate for the Fed to consider further rate...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The holiday-shortened week saw the S&P 500 and Dow rise to new all-time highs.  Investors cheered the nomination of Scott Bessent as Treasury...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Markets bounced back as investors reengaged the pro-growth Trump 2.0 trade.  President-elect Trump continued to fill out his cabinet and, late...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA US equity markets pulled back last week as investors took profits from the outsized move higher seen following the US election. Sticky inflation...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 notched its 50th all-time high of 2024 as investors piled into equities after a decisive US election.  Wall Street embraced the...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA It was a very busy week on Wall Street as investors analyzed a deluge of corporate earnings reports and a full economic data calendar.  The S&P...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global markets pulled back last week as investors took the opportunity to reduce some risk before a very close US Presidential election. In the US,...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 advanced for the sixth consecutive week, closing at a new record high. This week, a broadening out of the market’s rally was...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 and Dow Jones Industrial Average forged another set of all-time highs despite facing several macro headwinds. Chinese markets...

read more

Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Taylor Fialkowski) or (Financial Solutions) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Financial Solutions.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

So Many IRA Beneficiary Variables!

By Andy Ives, CFP®, AIF® IRA Analyst   When an IRA owner dies, what is the payout schedule for the beneficiary? The key to distinguishing the correct program...

read more

Tax-Free HSA Distributions

By Sarah Brenner, JD Director of Retirement Education   Health Savings Accounts (HSAs) continue to become more popular. If you have a qualifying high deductible...

read more

Roth IRA Conversion Considerations

By Andy Ives, CFP®, AIF® IRA Analyst   Roth IRA conversions remain as popular as ever. However, based on some recent questions we’ve received, it is apparent that...

read more

The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Financial Solutions, deems reliable but in no way does Financial Solutions guarantee its accuracy or completeness. Financial Solutions had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Financial Solutions. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Financial Solutions, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

Millions See Cost Savings Under the Inflation Reduction Act

Millions See Cost Savings Under the Inflation Reduction Act

The Inflation Reduction Act (IRA) made significant improvements to Medicare prescription drug access and affordability, including by restructuring the Part D benefit to limit enrollee expenses. Those changes began in January 2024, when the IRA eliminated cost sharing...

read more
Healthcare.gov Now Open for 2025 ACA Plan Shopping

Healthcare.gov Now Open for 2025 ACA Plan Shopping

Now is the time for people who need health insurance in 2025 to shop for coverage. For those without employer, Medicare, or Medicaid coverage, Healthcare.gov or their state exchange is the place to shop for Affordable Care Act (ACA) plans. Most shoppers will be able...

read more
What If My Medicare Doctor “Opts Out”?

What If My Medicare Doctor “Opts Out”?

Finding a doctor you like and trust can be a long process, so I understand that it can be frustrating when your doctor no longer accepts Medicare. If your doctor has “opted out” of Medicare, this means that he or she no longer accepts Medicare assignment...

read more
Home health care through Medicare

Home health care through Medicare

It’s important to plan for your health care needs, but sometimes life throws unexpected curve balls. And when that happens, you’ll need to know what’s covered. Fortunately, there are ways you and your loved ones can get the necessary care at home. Here’s what you need...

read more

Financial Services

Insurance Services

Educational Blogs

l

Medicare

Financial Solutions Location

The place to build your future is right down the road.

Tulsa, Oklahoma

 5100 East Skelly Drive Suite 145
Tulsa, OK 74135

 Contact Us: (918) 610-8206
 Fax: (918) 610-8519
   tayfinancialsolutions@gmail.com