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
06/03/2026
In this week's Ask the Editor Q&A, Joy Taylor answers questions on available tax breaks for retirees with a side hustle.
Ask the Tax Editor, May 15: Deductions for Self-Employed Retirees In this week's Ask the Editor Q&A, Joy Taylor answers four questions on available tax breaks for retirees with a side hustle.
06/01/2026
06/01/2026
Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!
06/01/2026
If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.
A 1031 Exchange May Look Great on Paper, But It's Not Just About Taxes If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.
05/28/2026
Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:
https://cnb.cx/4vitCLd
Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.
The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.
05/27/2026
Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a part of the story.
The Retirement Readiness Checklist That Goes Beyond Savings Review cash flow, withdrawals, debt and taxes before you retire. This guide shows how to strengthen your plan and avoid gaps that can strain your savings.
05/25/2026
This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.
05/23/2026
In this week's Ask the Editor Q&A, Joy Taylor answers questions on inherited IRAs and the 10-year cleanout rule for non-spousal IRAs inherited after 2019.
Ask the Tax Editor, May 1: 10-Year Rule for Inherited IRAs In this week's Ask the Editor Q&A, Joy Taylor answers five questions on inherited IRAs and the 10-year clean-out rule for nonspousal IRAs inherited after 2019.