04/27/2026
Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!
I am a Financial Adviser offering investment advisory services through Eagle Strategies, LLC., A Registered Investment Adviser. Lic. #0694597.
I am a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the state of CA. As such, these services are strictly intended for individuals residing in the states referenced. I am also licensed as an Agent to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insur
04/27/2026
Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!
04/25/2026
How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergency fund. Here's how to set it up quickly.
04/24/2026
You’ve probably seen how expensive driving is becoming, so you may want to consider alternative transportation for short-distance trips.
Smart Transportation Alternatives for Seniors to Avoid Rising Gas Prices With gas prices averaging more than $4 per gallon, small changes can lead to big savings.
04/23/2026
Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?
How to Tackle the Nowhere-to-Be Thing in Retirement and Use Time Wisely An abundance of free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?
I’m proud to serve as both a financial professional and a financial educator. My goal: to make financial education more accessible to the people in our community.
If you’re involved with a business, nonprofit, or local organization, I’d love to explore how we can bring a complimentary workshop, one-on-one personal education sessions, and a Balance Wellbeing learning hub to your group. Reach out and let’s make it happen!
04/20/2026
Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.
Why 'Locking' Your Social Security Number Is the New Credit Freeze Here is how to keep your Social Security number private in an age of aggressive cybercriminals.
04/20/2026
In this week's Ask the Editor Q&A, Joy Taylor answers questions on tax strategies for caregivers.
Ask the Editor, February 20: Questions on Tax Breaks for Caregivers In this week's Ask the Editor Q&A, Joy Taylor answers four questions on whether you can claim your elderly parent as a dependent on your tax return and more.
Every financial journey is unique, but learning the basics can help anyone build a stronger future. That’s why I’m excited to offer complimentary workshops for local businesses, nonprofits, and community groups. These are interactive sessions—open to questions, focused on real-life strategies, and meant to empower.
Interested in hosting one? Let’s talk!
04/10/2026
The IRS launched its Zero Paper Initiative last year to speed up paper tax return processing. The project isn’t going well.
Paper Tax Filers Face Long Wait as IRS Digitization Effort Stalls The IRS launched its Zero Paper Initiative last year to speed paper tax return processing. The project isn’t going well.
04/09/2026
Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:
https://bit.ly/4c0G2k3
And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.
I do not provide tax advice. Please consult with your own tax advisor for tax advice.
Money can be complicated—but it doesn’t have to be overwhelming. Through my affiliation with New York Life, I offer complimentary financial educational workshops for workplaces and community organizations. There’s no pressure. No obligation. Just knowledge on a variety of topics that can make a difference. If you’re part of a group or company that would benefit, I’d be happy to talk about bringing a session your way.