Neal Taflinger

Wishing everyone a joyous Lunar New Year. May 2026 bring good health, good fortune, and quality time spent with your loved ones.

During this season of love, take steps to help build a stable future for your loved
ones. Planning can help — from exploring life insurance options to considering estate planning, and more. Let’s discuss your priorities today.

I called my aunt the spring I turned 40.
We hadn’t spoken since I was in college.

Two days later, she called to tell me my uncle had died.

That summer, I drove 500 miles to help prepare his house — my grandparents’ house — for sale. It had decayed for years.

Pipes burst.
Mold spread.
Animals nested.
The house had to be torn down to the studs.

My uncle died without a will.
Without a power of attorney.
Without clear instructions.

Most of the paperwork we needed was lost during remediation.

His lack of planning didn’t create drama.

It created weight.

It slowed everything down.
It complicated grief.
It shifted the burden onto people who were already carrying enough.

Estate planning isn’t about wealth.

It’s about care.

If you have people you love, leave them a complete picture and a plan.

And if you’re not sure where to start, I help families have those conversations every day.

We have nothing but each other.

Love is in the air and building a life together starts with a solid foundation. Before taking your relationship to the next step, talk with your partner about these important financial considerations. Then, let’s connect to create a financial future that aligns with your love story.

Disability income insurance should be part of your holistic financial plan. Let’s talk about getting you the coverage that fits your needs and budget while protecting the ones you love.

We work hard to provide for the people we care about most. Life insurance is more than a policy—it’s a promise that your loved ones will be protected, no matter what tomorrow brings. Let’s work together to ensure you have the coverage you need.

Market volatility picked up last week as software and crypto sold off, even as the Dow hit record highs. Investors continued rotating into “old economy” sectors while tech valuations tightened amid AI related disruption concerns. Despite mixed labor data and repricing on growth assets, overall fundamentals remain solid and earnings continue to beat expectations. Check out this week’s market perspective to learn more.

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With the S&P 500 growing 8.1% the third quarter of 2025,* a variable annuity could have had the potential to add market-linked growth your portfolio. Let’s see if the swings of the market could benefit your retirement plan.

A new year brings new opportunities to build and protect your wealth. Whether you’re planning for college, starting a business, or saving for retirement, I can help. Start the new year strong — contact me today.