JL Financial & Insurance Solutions

12/16/2025

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.

10/14/2025

I'm excited to announce that I’ll be hosting the 2025 Advisor Symposium on Wednesday, November 5th.
This year’s event brings together an exceptional lineup of experts, including estate planning attorneys Jeff Chadwick and Patricia Annino, law professor Christopher Hoyt, and New York Life Corporate Vice President Allen Hensley.
Our program will explore key areas that matter most to your clients: foundational and strategic approaches to trust planning, advanced tax planning strategies, and actionable steps to preserve business continuity and secure family legacies.
It’s shaping up to be an insightful and impactful event – you won’t want to miss it!
Mark your calendar today and download the full agenda to learn more. https://bit.ly/4n3UYjA

10/13/2025

Protect your earning potential
Your income supports your lifestyle, and individual disability insurance can help you protect it if you’re unable to work. With portable coverage, it’s protection that keeps up with your life changes. Reach out and we’ll build a plan together.

10/12/2025

In a complimentary session, you’ll get personalized insights into your financial story—plus practical next steps to strengthen it. Using proprietary tools and resources from New York Life, we’ll uncover opportunities, highlight strengths, and prepare for life’s uncertainties together. Reach out today. Your future is waiting.

10/12/2025

In Kiplinger’s latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on estate and gift taxes.

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on estate and gift taxes.

10/12/2025

Money doesn’t have to come between you. It can bring you closer.

For many couples, talking about finances is tough. Different goals, priorities, and perspectives can make it hard to feel like you’re on the same page.

That’s where a financial plan helps. It gives you a way to talk openly, make decisions together, and feel more confident about the future you’re building.

To see how planning today, not “someday,” can make your goals clearer and your relationship stronger, watch this video, Plan Together, Grow Together.
https://bcove.video/4psC3Bd

10/11/2025

Lessons learned in times of market volatility.

Making thoughtful investments during uncertain times carries less risk than many leaders assume. The bigger danger is missing the opportunities that volatility creates.

10/10/2025

When you celebrate with family, love and good fortune are always close at hand. Wishing you and your loved ones a happy and prosperous .

10/10/2025

Join me for a power-packed program designed for accountants and attorneys serving clients with advanced business and estate planning needs. Watch this quick video for a sneak peek of this year’s exceptional lineup of speakers and topics. Seats are limited so reach out to me to secure your spot! https://bit.ly/4h3RMTN

10/09/2025

Whether you’re saving for college, buying a home, or planning for retirement, big financial decisions often come with big questions. That’s where I can help. With access to proprietary tools and insights backed by New York Life, you’ll get an extensive report to help you see your options clearly —maybe even in a new light. A better future starts with one conversation. Call me today for a free personalized report with no obligation.

10/09/2025

How can IRA owners support their favorite charity and still receive lifetime income?
IRA owners who want to support a specific charity but also like the idea of receiving a lifetime stream of steady payments can now do both, thanks to a new law described in this article from law professor Chris Hoyt. Learn how donors can retain income from donated funds while ensuring future support for their chosen causes and take full advantage of this evolving landscape of charitable giving options. https://bit.ly/42ThF2T

10/08/2025

The Importance of Buy-Sell Agreements
A buy-sell agreement is a powerful planning tool that can ensure a smooth transition of your business and help secure your family's finances after you're no longer around. A buy-sell also can outline the terms of succession among the remaining business partners, so that everything is settled in advance. Learn more in this article from Rimon, PC estate planning attorney Patricia Annino and then let’s make sure you are set up to protect both your business and your family’s future.
https://bit.ly/4q6rMeG