07/04/2026
Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC.
We typically use a fee-based “assets under management” approach, which helps ensure our focus is always on protecting and growing your investments. 1. Discovery: We begin by taking a look at what matters most to you and by better understanding your short-term and long-term financial objectives. We maintain an open and candid conversation to ensure our strategies and tactics are evolving with your
07/04/2026
Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
06/19/2026
This Juneteenth, take time to honor history, celebrate progress and support one another.
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.
04/16/2026
Whether it's finances or freedom, here's why being divorced can potentially be a positive life change once the dust settles.
Divorce can feel amazing. I see the freedom in my best friend’s late-life divorce — Even if he’s still finding it. Having gone through a divorce myself, I know my friend is having a hard time. Still, it can be positive in the long run.
04/15/2026
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.
04/07/2026
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.
04/07/2026
A recent Kiplinger article cites cumulative Medicare Advantage payments could exceed traditional Medicare benchmarks by approximately $1.2 trillion through 2036, Policymakers continue to debate these payment levels, and future regulatory changes could affect plan premiums costs and coverage.
How Medicare Advantage Soaks Taxpayers — and Retirees With private insurers set to receive $1.2 trillion in excess payments by 2036, retirees may soon face a reckoning over costs and coverage.
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