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Blog

A couple working in their kitchen together
J Taylor Private Wealth | Oct 19, 2024

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Close-up image of an elderly hand being held by a younger-looking hand
J Taylor Private Wealth | Oct 19, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Senior businessmen working at his home
J Taylor Private Wealth | Oct 19, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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Address

8931 South Yale Ave
Suite T
Tulsa, OK  74137

Contact

P | 918-631-7350
E | jordan@jttulsa.com

LPL Financial Form CRS

Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. Securities offered through LPL Financial a member FINRA/SIPC. Please view the Form CRS as LPL Financial is registered with the U.S. Securities and Exchange Commission as a broker-dealer and an investment adviser. NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place. The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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