U.S.A Tax Professionals

02/07/2026

Discover what you have to look forward to as well as determine what you will need to change for 2027 taxes.

01/28/2026

Working Women Wednesday
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01/13/2026

01/02/2024

We believe your tax refund is yours, and you should keep it. Tax literacy is key pay only $150.00 up front and have your return prepared and keep your refund. (Exclusions Apply)

03/19/2021

Right now, loaning money to your trust or children to pay life insurance premiums can be a good idea due to low interest rates. If you have questions about tax strategies and interest rates, I can help. Let’s talk about your future!

03/17/2021

New York Life has paid dividends every year since 1854, and just like you, we'll still be going strong in the future. Learn how you can use dividends to boost your financial strength now, later, and in retirement.

What should you do with your life insurance dividends? Learn from New York Life about dividends payouts and how they can be used to reach your financial goals.

03/12/2021

Employee life insurance can be a great perk, but it may not be enough for your needs. Reach out and I can go over the best options to keep you secure through retirement.

Employer provided life insurance is a valuable benefit, but it's not always enough. Learn how to supplement your policy's coverage from a New York Life agent.

03/12/2021

I’m telling all my clients that there’s never been a better time to review their estate plans. With tax exemptions under current law set to expire, we don’t know what the future will hold. However, with the right strategy, you can work to reduce your estate taxes so you can leave a lasting legacy.

03/02/2021

Read these tips on how you can help gain financial security during your working years so you can have the flexibility you want in retirement.

Learn about three smart money moves from New York Life that can help you acquire flexibility and financial security. Follow these steps to financial freedom.

02/26/2021

I help many of my clients with tax diversifying their assets with life insurance to help reduce their overall tax liabilities in the future. With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire soon, maybe it’s time to review your financial strategies for the future. Let’s work together to make your money work harder for you.

02/25/2021

There are many reasons people choose to work in their retirement. Read these tips and let's talk about your retirement strategy.

Going back to work after retirement shouldn't be a back up plan. Learn about your other options from New York Life and enjoy this rewarding period of your life.