Fred Taylor, Licensed Agent with New York Life.

01/01/2026

Wishing you a very happy New Year!

11/13/2025

Here are some tax-advantaged strategies to consider before year-end

Don't wait until the end of the year to do last minute tax planning, start now and set yourself for success.

11/11/2025

Learn about common Social Security filing mistakes and how understanding your options can help you make informed decisions about your benefits.

Want to maximize your Social Security check? Learn the 10 most common Social Security filing errors and the steps you need to take to boost your guaranteed retirement income.

12/30/2024

This New Year, why not make a resolution that's easy to keep? Like resolving to get financially fit. Learn how the right strategy can help provide a lifetime of peace of mind and financial security for you and your loved ones—all you have to do is get in touch.

12/20/2024

Winter is a time for taking stock of what's truly important—your family. This year, make sure the ones who bring comfort and joy to your life are protected today, tomorrow, and all the days to come. Reach out to learn how I can help make sure your loved ones are taken care of.

12/12/2024

Maximizing wealth transfers for the 99%
Learn how you can utilize the federal gift and estate tax exemption to maximize your wealth transfer strategies in this article from Winstead PC attorney Jeff Chadwick, who shares simple, effective methods to protect your assets and minimize taxes. Call me to discuss these flexible gifting approaches that can ensure your legacy is protected for generations to come.
https://bit.ly/3VAtjvC

12/10/2024

U.S. equity valuations are high, but the market continues to climb. This leads to the question: can the rally keep going? This week's discusses why the party might not be over just yet and considers trigger points for when it's time to reallocate. https://bit.ly/3Zy1PIe

12/09/2024

The specific date you start your retirement could impact several key elements, including benefits from your former employer, Social Security distributions, and taxes. If you're thinking about retiring this winter, reach out. I can help ensure your timing is perfect.

12/06/2024

Whether holiday shopping or baking cookies, building snowmen or sipping hot cocoa, the holidays are always warmer when spent with the ones you love. This year, take a moment to reflect, and then protect, all that you hold dear. When you're ready, reach out and I can help.

12/04/2024

From wrapping presents to getting the kids dressed and ready, there's always prep work in providing the perfect holiday for your loved ones. Wouldn't it be great to have someone who can help? While you may be on your own for the small stuff, when it comes to building your family's financial security, I'm more than happy to lend a hand. Learn more about what I can do for you this holiday season and reach out when you have a moment to spare.

12/02/2024

From canceled flights to broken toys, we can all agree the holiday season would be less stressful if it came with guarantees. That's why when it comes to protecting the things that matter most—like your family, future, or financial well-being—guarantees matter. Learn how our guarantee-backed solution can make your family more secure this season, and all the seasons to come.

11/30/2024

Let's celebrate and support the small businesses that make our community special. Shop local