Taylor’d Finance Blog

Welcome to my blog! I’m Taylor Ledbetter, a Paraplanner and Wealth Advisor at Jessup Wealth Management. I joined the team in July 2020 as a financial planning intern. By 2021, I graduated from Wright State University with double Bachelor’s Degrees in Financial Services and Accounting and an Associate’s Degree in Business Administration from Sinclair Community College.

This blog aims to dissect relevant financial planning topics and educate readers. I put a lot of thought into providing insights and strategies to help you enhance your financial lives. Whether you’re looking to optimize your investments, plan for retirement, or manage your budgets, I’m here to guide you toward achieving your financial goals.

  • Trump Accounts: A New Way to Save for Your Child’s Financial Future
    Taylor Ledbetter
    Taylor Ledbetter | January 16, 2026

    This new account is also known as a Trump account. This account was introduced when Congress passed the One Big Beautiful Bill Act (OBBBA) in July of 2025.

  • 2026 Updates: Social Security & Medicare Part B Premiums
    Taylor Ledbetter
    Taylor Ledbetter | December 17, 2025

    The Social Security Administration and the Centers for Medicare and Medicaid Services recently announced important figures for 2026. From the cost-of-living adjustments to a hike in Medicare premiums, Social Security beneficiaries will see a few changes.

  • Changes to Retirement Plan Limits in 2026
    Taylor Ledbetter
    Taylor Ledbetter | November 18, 2025

    Every year, the IRS adjusts various retirement plan limits to account for inflation. The most common retirement plans include qualified plans, such as 401(k)s, IRAs, and SIMPLE plans for small businesses. These adjustments include changes to contribution limits, phaseout ranges, and other modifications.

  • Medicare Changes Starting In 2026
    Taylor Ledbetter
    Taylor Ledbetter | October 15, 2025

    Understanding how Medicare changes every year can help you determine whether Original Medicare or a specific Medicare Advantage plan is right for you. Medical costs are increasing each year, and several factors contribute to this trend.