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Apple-Inspired Lessons for Success

Published by Taylor Financial Group

“The people who are crazy enough to think they can change the world are the ones who do.” –Apple’s “Think Different” Commercial, 1997

With the much-anticipated release of the new iPhone X right around the corner, we are reminded of the many lessons that Apple, a technology powerhouse, has taught us about business practices and innovation.  And Steve Jobs was the brains of it all.  Even though Jobs is no longer with us, Apple continues to apply the same principles and imagination upon which Jobs cofounded the company way back in 1976.  Think about it… Jobs had such intense imagination and vision that he was able to create Apple, the company and brand we know so well today, out of an idea that started in his parents’ garage!  We can all learn a lot from Jobs, but there are three lessons in particular that we believe can be useful to anyone – in business and in life. Read more

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Fallout from Equifax Breach

143 million American consumers were affected by the data breach at Equifax, one of the nation’s three major credit reporting agencies. Read more

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September Woes

Published by Taylor Financial Group

As we move deeper into September, it is a good time to remember the performance woes that this month has brought investors so many times before.  LPL Financial’s Research Team recently released an article which described September as a “banana peel month” and noted that some of the “largest dips tend to take place during this month.”  That being said, the article does point out that the economy is still strong and that there is no immediate cause for concern.  However, it does set an expectation that investors could see a spike in volatility simply because that has often been the case during this month in the past. Read more

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Safeguarding Personal Information

Electronic theft of personal information is the fastest-growing crime in the United States, with more than two billion personal records stolen worldwide in 2016. Protecting your personal information is a key component to reducing the potential that your information may be stolen. Read more

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Active vs Passive Management – Which One is Better?

Published by Taylor Financial Group

Investors are faced with many choices when making investments for their future.  One of the biggest choices, and most widely debated, is whether to make investments in active or passive investment strategies.  Read more

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Four Reasons Financial Planning is Valuable

Published by Taylor Financial Group

Creating a financial plan is arguably the most important thing you can do for yourself and your family.  Financial planning helps you figure out what your goals are and the best way to pursue those goals.  But, because creating a financial plan involves many different elements and requires strategic thinking, including financial, tax and legal considerations, it is important that you have the guidance of a financial planner.  Here are just five (of many) reasons financial planning (with an advisor) is valuable.  Indeed, both Vanguard and Morningstar have conducted studies on this topic and have concluded that an advisor can add up to 3% in additional returns per year if they are providing advice on these areas. Read more

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Eclipse Planning

Published by Mark Petersen and the Carson Institutional Alliance Investment Committee

One in 256,481,280. No, I am not calculating the odds of winning the Powerball Lottery. This is the number of 50 square foot sections to view Totality for the 2017 Solar Eclipse in the state of Nebraska. So many choices! How does one decide? Let’s briefly review the thought process: Read more

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Women and Philanthropy: How Women Are Giving More

Published by Taylor Financial Group for women

These days, women control much of the nation’s wealth.  According to WealthManagement.com, women already own more than half of the investable assets in the United States, and they control $11 trillion of assets.  Moreover, women are expected to inherit 70% of the $41 trillion in intergenerational wealth transfer over the next 35 years.  In short, women are (and will be) more and more in the driver’s seat when it comes to finances. Read more

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Top 4 Tips for Estate Planning

Published by Taylor Financial Group

August is the last month of summer, which means that fall is right around the corner.  Just as we prepare for fall by buying new school supplies for our kids or bringing our boots out from storage, we must also prepare for the future by creating and reviewing our estate plans.  Estate planning is often back-burnered by people, especially as we are all busy and would rather think of less complicated things.  It can be overwhelming to think about what you have, how much of it you have, who to give it to, how to distribute it, etc.  However, estate planning is extremely important and must be a priority, lest you run the risk of passing on property and financial assets to unintended heirs in unintentional ways.  Here are my Top 4 Tips on what you should do for proper estate planning! Read more

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Tips to Help You Prepare for the Role of Caregiver

Published by Taylor Financial Group

Becoming a caregiver can be extremely overwhelming, which is a topic we’ve broached in previous newsletters.  Since we know how likely it is for a person to become a caregiver to a loved one at some point in their life, we repeatedly stress the importance of preparing for such an event to our clients.  There will undoubtedly be challenges that come along with being a caregiver.  But you can make it easier on yourself and your loved one by making sure you gather key information and documents.

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