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Takeaways from Our Annual Client Advisory Board Meeting

Published by Taylor Financial Group

As you probably know by now, every year we hold our Client Advisory Board (CAB) meeting in the Autumn, where we discuss all things Taylor Financial Group – where we’ve been, what we’re doing, and how we can create the best possible experience for YOU!  Read more

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Breaking Down the New Tax Legislation

Published by Taylor Financial Group

With tax reform becoming a main focus in Washington, and Republicans banking on a much-needed legislative victory, it is important to understand what may be happening over the next several months as it will affect all of our pocketbooks and our country as a whole.  Read more

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What Could the New Tax Plan Mean for Your 401(K)?

Published by Taylor Financial Group

Talk of possible changes to 401(k) plans have created a lot of chatter lately.  Republicans are apparently discussing a proposal to decrease the amount of income you can save in your 401(k), while President Trump tweets that there will be no changes at all.  Read more

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Financial Planning is for Everyone

Published by Beth Schanou

Everyone can benefit from some form of financial planning. Not all plans look the same because we are individuals and have unique needs, but the need for some amount of planning is present for every age group and financial status. Often this can be difficult to embrace because in order to plan effectively, there is a need to open up and share personal information including finances and goals. This isn’t always easy. Read more

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Women are Spending More Time Single

Published by Taylor Financial Group (for women)

Although I am happily married with three kids, I remember my single days fondly.  There are many perks to being single.  For example, I didn’t have to share my room with anyone, or hide chocolate chips less someone (he knows who he is) eat them all!   Read more

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What I Learned from PIMCO and a Medicare Update

Published by Taylor Financial Group

Last week, I attended the Cetera Conference in Austin, where we heard from economists and portfolio managers regarding the state of the economy and the markets.  Among the speakers, we heard from Anthony Crescenzi, Market Strategist from PIMCO, one of the largest money managers in the World.  PIMCO is well known for their secular forums and their insights into the global economy.  Read more

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A Few of Our Favorite Things About Health Savings Accounts

Published by Taylor Financial Group

Last week, we talked about the rising health care costs and what a huge impact this could have on your retirement.  This week, we want to highlight the Health Savings Account (HSA), which has been around since 2004, but has recently grown in popularity.  And, rightfully so!  Read more

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Women Fail to Maximize Social Security Benefits

Published by Taylor Financial Group for women

When I was a child, my mother always told me that “the early bird gets the worm,” to which I cheekily responded “but the second mouse gets the cheese.”  However, my mother was right that in most cases, it does pay to be early. Read more

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Rising Healthcare Costs Could Hurt Your Retirement

Published by Taylor Financial Group

Lately, there has been plenty of buzz about the rising cost of health care.  Estimated health care expenses for retirees has risen to an average of $275,000 per couple (and can rise up to $565,142 per couple) – and this does not include long-term care expenses.  Just one year ago, the average was $260,000.  Have you thought about how this could affect your retirement?  Read more

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Insights from eMoney’s Advisor Summit

Published by Taylor Financial Group

Last week, I attended the annual eMoney Advisor Summit Conference, which turned out to be one of the most amazing conferences I have attended all year (and I attend my share of conferences!).  I have always believed that integrating full financial planning services into my practice will enable our firm to provide clients with the best and most comprehensive experience we can offer.  And, after attending the eMoney Conference, I now know that there are plenty of new tools and features available to help us do just that.  Read more