07/22/2026
Looking for a little more certainty with your money?
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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
07/22/2026
Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!
07/21/2026
Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4pwvSNd
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.
07/21/2026
Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more frequently than an older generation.
Gen Z Is 3 Times More Likely To Have Made This Financial Move Compared To Baby Boomers
07/20/2026
You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?
Your 30s Money Checklist: 5 Goals to Track Right Now You're ready to get serious about money in your 30s. These five goals can set up your future, and there are ways to reach towards them.
07/17/2026
In this week's Ask the Editor Q&A, Joy Taylor answers five tax questions for investors, including queries on capital gains and qualified small business stock.
Ask the Tax Editor, July 3: Tax Questions for Investors In this week's Ask the Editor Q&A, Joy Taylor answers five tax questions for investors, including queries on capital gains and qualified small business tock.
07/14/2026
If you need life insurance that can last your lifetime, build cash value and offer flexibility in payments and death benefits, a universal life policy could be worth considering.
What is Universal Life Insurance? Pros, Cons and Cost - NerdWallet Universal life insurance offers lifelong coverage and flexible premiums. Find out how a universal life policy works now.
07/11/2026
In this week's Ask the Editor Q&A, Joy Taylor answers tax questions on federal estimated tax payments and federal income tax withholding.
Ask the Tax Editor, June 19: Estimated Tax Payments and Withholding In this week's Ask the Editor Q&A, Joy Taylor answers five tax questions on federal estimated tax payments and federal income tax withholding.
07/10/2026
As scammers embrace new tech, use these strategies to help safeguard your accounts.
How to Protect Yourself From Rising Financial Fraud, According to an Expert As scammers embrace new tech, use these strategies to safeguard your accounts.
07/10/2026
Older homeowners are getting less for their homes when they sell, according to a new study. Learn how this trend may affect retirement planning and financial decisions.
New Study Finds Homeowners Over Age 65 Lose $20K When Selling Their Homes Older homeowners are getting less for their homes when they sell, according to a new study, raising important questions about retirement income and taxes.