Helping individuals, families, and businesses maximize savings and minimize taxes. These testimonials are no guarantee of future performance or success.
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp
09/08/2026
The current housing market is different from the one that led to the 2008 housing crash. Learn about current home prices, mortgage rates, and housing market conditions in 2026.
Will the housing market crash in 2026? Numbers look steady The current housing market is different from the one that led to the 2008 housing crash. Learn how home prices and rates will affect the market in 2026.
09/07/2026
This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026
In this week's Ask the Editor Q&A, Joy Taylor answers questions on tax breaks for buying a vehicle, using a vehicle in your business.
Ask the Tax Editor, August 14: Tax Breaks for Vehicles In this week's Ask the Editor Q&A, Joy Taylor answers questions on tax breaks for buying a vehicle, using a vehicle in your business and more.
09/07/2026
Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
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09/04/2026
Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help families save for college.
Kids and Money: Trickle down impact of 529’s In 1996, federal legislation paved the way for states to offer 529 accounts — tax advantaged plans that allow families to save thousands of dollars for college. The investment accounts – now at 17 million with nearly $627 billion in assets – have transitioned from solely a college savings tool...
09/03/2026
If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.
Which Trust Type Saves Your Kids The Most Money? If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.
09/03/2026
While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.
09/01/2026
Please add life insurance to your budget. We’re here to tell you that life insurance is more affordable than you probably think.
08/31/2026
The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.
The 'Serena Williams Rule': When 'Retirement' is Too Big a Word Rather than formally retire, Serena Williams sought an "evolution."