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Will Social Security Run Out Before You Retire?

Published by Taylor Financial Group

There has been a lot of news coming our way recently: Kim Kardashian met with President Trump to discuss prison reform, and, oh yeah, Social Security is expected to dip into its reserves this year. However, unlike the meeting that occurred between the President and a reality television star, we have been expecting Social Security’s program costs to surpass its income for years. Read more

Market Commentary

Weekly Market Commentary June 11, 2018

Strength in consumer stocks led markets higher last week. The S&P 500 rose 1.6%. The global MSCI ACWI increased 1.2%, and the Bloomberg BarCap Aggregate Bond Index edged 0.2% lower.

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Blog

The Bride on a Budget

Published by Taylor Financial Group (for women)

I will always remember the complete euphoria of being newly engaged. I pictured the wedding of my dreams in my mind and just knew that between my dress, the venue, and the gorgeous florals, I was going to have an unforgettable day. Read more

Monthly Newsletters

June MPL: Summer Savings

Published by Taylor Financial Group

As we approach these summer months and you have a little down time to relax, what better time to review your expenses and identify a few areas where you can save? We hope that our June Monthly Planning Letter helps you to identify a few of the common (and not so common) ways you can cut some extra expenses! Read more

Blog

Where Do You Plan to Retire? You Might Want to Think Again!

Published by Taylor Financial Group

We revisit this topic every year because it’s a popular one.  You may tend to focus on the more obvious questions… When should I retire?  How much money do I need to save to retire?  But “where should I retire?” is just as essential. Read more

Market Commentary

Weekly Market Commentary June 4, 2018

The two big news items last week were a strong U.S. jobs report and a political compromise in Italy that reduced the risk of a referendum on staying in the EU. Both are covered in the market fundamentals section below. In addition, the U.S. reversed its position and announced steel sanctions against many of its closest trading partners. The S&P 500 rose 0.5%. The MSCI ACWI dropped 0.1%, and the Bloomberg BarCap Aggregate Bond Index climbed 0.2%.

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Monthly Newsletters

June Monthly Newsletter: Top 5 Reasons Your Estate Plan Needs a Corporate Trustee

As you plan for your own and your family’s financial future, you may be considering the creation of a trust. Many estate plans utilize what is called a revocable living trust. During your life, you generally serve as Trustee of your revocable living trust and can either retitle your assets in the name of the trust during your life or you can use a “pour-over will” to direct your Personal Representative or Executor to transfer any individually owned assets at your passing to your trust. Read more

Blog

Be the Woman in Charge

Published by Taylor Financial Group (for women)

In this new era of female empowerment, there’s at least one area where women remain at a disadvantage: their finances. Now, don’t get me wrong, women are definitely making great strides, but there’s still much work to be done. From the gender wage gap to career breaks, women still face setbacks that can prevent them from achieving financial security. Read more

Blog

When Can You Retire?

Not surprisingly, one of the most common goals financial planners help their clients with is analyzing cash flow in retirement so they can live their lives comfortably without worrying about outliving their money. Cash inflow in retirement can come from many sources (Social Security, retirement plans, savings, annuities, pensions) so it’s important to consider how much and when to expect cash inflows. Read more

Market Commentary

Weekly Market Commentary May 29, 2018

The Federal Reserve’s latest minutes confirmed expectations the Fed will continue to raise interest rates gradually and members see no reason to deviate from their plan. Oil prices dropped after an extended rally on concerns Russia and OPEC’s supply reduction efforts will wane as prices rise.  Read more