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.
A charitable trust can play a very important role in estate planning. These types of trusts provide gift tax and estate tax benefits that are not available through other kinds of trusts. Income benefits are normally split up between a non-charitable beneficiary and a charitable beneficiary.
If you want to evaluate your personal financial position, you can use financial ratios to assess your financial health. They can show you a snapshot of your financial well-being using different values concerning your money.
Employers use stock options to compensate, retain, and attract employees. Stock options allow employees to buy shares of the company’s stock at a certain price for a given period. This is a way for employees to participate in the company's potential growth, and it helps incentivize their work.