Griner-Isom Financial Strategies

04/21/2026

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict and build shared goals.

Honest financial conversations can reduce stress, strengthen trust and help couples align long-term goals.

04/14/2026

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on inherited IRAs, Roth conversions and more.

04/11/2026

We want to wish New York Life a very happy 181st birthday this month! You don't look a day over 180!

04/07/2026

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here's how even a small increase can affect your retirement costs.

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here’s how a small increase can affect your retirement costs.

03/31/2026

What is life insurance planning for the “merely well-to-do”? Learn more about this largely overlooked group.

It’s about visualization and optionality.

03/28/2026

Professional growth is critical in our industry, and we recently attended an excellent workshop for top investment producers where we heard some outstanding speakers! We also had the opportunity to share some best practices and fellowship with our peers from around the country.

03/17/2026

You’re working hard to build wealth — but are you making the most of tax-efficient opportunities along the way? Now’s a great time to review your tax return and explore strategies that could help you reduce your tax burden and strengthen your long-term financial goals. Message me if you’d like to schedule a quick review and see what’s possible.

03/03/2026

Now is the perfect time to make sure your financial strategy is positioned for tax efficiency in the year ahead. I can help analyze your tax return to help identify opportunities such as:

💡 Managing your tax bracket
💡 Planning charitable gifts before year-end
💡 Timing income and deductions
💡 Reviewing contributions to retirement and HSA accounts

A few smart moves today can have a lasting impact on your financial goals tomorrow. Let’s connect soon to make sure your strategy is aligned for success. Message me to let me know your availability.

02/17/2026

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million depending on where you live. Here’s a look the minimum amount of savings needed to retire at 65 in each state.

The estimated savings needed to retire at 65 varies by nearly $1.5 million from state to state, driven largely by differences in housing costs.

02/14/2026

We recently held our annual Kickoff Business meeting and Gala to celebrate the accomplishments of 2025, and look forward to wonderful things in 2026! We want to thank our Managing Partner, Casey Willis, for hosting an educational and inspiring event.