Debra Taylor Franklin Lakes

06/24/2026

You spend years building retirement savings.

Eventually, the rules shift toward how you take money out.

Your first required minimum distribution (RMD) can bring up questions about timing, taxes, and which account the money comes from.

Getting familiar with those choices before the deadline can make the first distribution feel more manageable. https://bit.ly/3Zlu38i

Learn how required minimum distributions (RMDs) work and how you can calculate withdrawals, avoid penalties, and manage taxes.

06/24/2026

Wednesday vibes with Philly on window‑patrol. Sometimes the best visits are the quiet ones.
🐾💛✨

06/22/2026

Happy Birthday, Debbie!

It was Debbie’s birthday last week. Please join us in sending her warm wishes for a wonderful year ahead filled with joy, health and all the things she loves. Happy Birthday, Debbie!

06/22/2026

Markets got the rate decision they expected.

The message around it was harder to read.

Kevin Warsh’s first meeting as Fed chair left investors with more questions about how the Fed may respond if inflation stays elevated.

That uncertainty is part of what made last week’s market reaction worth watching. https://bit.ly/4adWmwq

06/21/2026

Today, we honor all the fathers, grandfathers, and father figures who make a lasting impact. Wishing you a wonderful Father’s Day!

06/20/2026

You may have an idea of when you want to retire.

But do you know how ready you are?

Our Retirement Readiness Quiz can help you take a quick look at a few important pieces, like savings, expenses, and investment style, to see where things stand. https://bit.ly/2thmnpC

06/19/2026

💙 Every woman's financial journey is unique.

Over the years, Debbie Taylor has had the privilege of helping women navigate some of life's biggest transitions, from retirement and widowhood to inheritance, divorce, and caring for loved ones.

These moments often come with important financial decisions, and having the right guidance can make all the difference.

At Carson Wealth, we're passionate about helping women gain clarity, confidence, and control over their financial future through personalized planning and thoughtful tax strategies.

Learn more about our commitment to women and investing:
https://www.carsonwealth.com/locations/franklin-lakes-nj-franklin-ave/women-investing-franklin-lakes/

Tag a woman who inspires you! 💙

06/19/2026

Estate planning is not just about who gets what.

It’s also about making your wishes easier to understand for the people who may need to carry them out.

A will and a trust can both help, but they do different jobs.

This guide explains the difference and where each may fit into your plan. https://bit.ly/3Pjx60i

Learn why smart estate planning can help you avoid probate and taxes, and how wills and trusts can protect assets and secure your family’s future.

06/19/2026

Today, we commemorate Juneteenth and celebrate freedom, resilience, and the continued pursuit of equality for all.

PLEASE NOTE: In observation of this holiday, our offices are closed today. We will resume regular business hours on Monday, June 22nd.

06/17/2026

The best retirement budget is not just the one that works in a spreadsheet.

It’s the one that reflects how you actually spend once work no longer structures your days.

More free time can mean more home projects, more travel, more meals out, and more everyday spending that adds up.

Before relying on a retirement spending plan, it helps to understand where budgets often miss and what can make them more realistic. https://bit.ly/4vgT1oY

Learn how to create a realistic retirement spending plan, avoid lifestyle creep, and test your budget before retirement begins.