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The Cat Column: Audra’s 5 Essential Emergency Kit Items

Published by Audra Taylor, Office Oracle

Dear Humans,

 

You probably don’t know this about me, but I tend to be quite the cautious cat. Some may even go so far as to call me skittish. This means that I spend an inordinate amount of time frantically running around the house, and I always disappear when the Taylor family has visitors. In fact, most visitors believe that the Taylor family only has one cat, hence my nickname, The Master of Stealth!

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Two Great Ways to Handle Medical Expenses and College Costs Under the New Tax Act

Published by Taylor Financial Group

Expenses are burdensome to everyone, but certain expenses weigh on us more heavily than others. Health care costs continue to grow at 2-3 times the rate of inflation and with people living longer than ever, it is critical to plan for these costs in retirement. The cost of college education also continues to grow exponentially.

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Boost Your Retirement Savings With These Top 3 Strategies

Making regular contributions towards your retirement is vital to ensure that you can keep up with your cost of living while meeting your long-term goals. Between the increased costs of health care in retirement, the future trip to Hawaii, gifting to children and grandchildren, saving aggressively and skillfully is key to being prepared.

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The Cat Column – Oliver Needs an Estate Plan

Published by Oliver Taylor

Dear Human,

My name is Oliver Taylor, and I am a Quality Control Specialist at Taylor Financial Group (however, I do my best work from home). Today, I tested the quality of the Taylor family’s recently acquired carpet, and I am pleased to report that this new horizontal scratching post works perfectly (it helped sharpen my claws to fine points)! I am also a burgeoning writer of The Cat Column, your favorite feline-focused news feature.

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Understanding How the Tax Cuts and Jobs Act Impacts You

Published by Taylor Financial Group

The recently passed Tax Cuts and Jobs Act (TCJA) is the most far reaching tax legislation since 1986 and it effects every individual and business in America.  As a result, we have been working with clients all year on the many ways that the new tax laws impact them and the strategies we can use to help you benefit from the new laws.

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October MPL: Credit Month

What if there are errors in your credit report? Did you know that credit freezes are now free? What is the best way to maintain good credit? How can you obtain a copy of your credit report? When was the last time you reviewed your credit report?

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A Blog From A Dog- The 3 Things to Keep in a Safe Deposit Box

Published by Lucky Taylor, Furniture Analyst

Although I am truly grateful to the Taylor family for employing me as a Furniture Analyst (which basically means that I just nap on couches all day and get paid for it!), I think that the time has come for a slight career change. Sure, I am uniquely qualified for my current job (my innate ability to lay motionless for hours at a time helps to establish the strengths and weaknesses of our furniture), but I am capable of so much more!

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Smart Tax Moves That You Can Make Right Now

Published by Taylor Financial Group

Everybody is interested in saving money on their tax bill, but not everyone knows how to go about it (particularly now that we have a New Tax Act). Saving money on your taxes can be achieved through a variety of creative tax planning strategies.  It’s not too late to consider these tips to save more money on your taxes this year.

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A Blog From a Dog – Coco Starts Her Investment Planning Journey

Published by Coco Taylor, Director of Enjoyment

Not to brag, but I am what humans call a “good dog.” I am extremely loyal and protective of my family, affectionate with friends, and mostly obedient (we all slip up sometimes)! I am also an exceptionally hard worker. In fact, prior to joining Taylor Financial Group as Director of Enjoyment, I interned at the Taylor family home where I was responsible for enthusiastically running, jumping, and herding. Nowadays, I provide emotional support to the Taylor Financial Group team with my constant enthusiasm, oversee all aspects of behavioral training, and maintain positive team morale.

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Debra Taylor of Taylor Financial Group Demystifies the New Tax Act for Other Financial Advisors and Takes Chicago By Storm

Published by Taylor Financial Group

 

Chicago, IL (September 26, 2018) – Debra Taylor, CPA/PFS, JD, CDFA, Principal and Founder of Taylor Financial Group in Franklin Lakes, New Jersey, educated her peers in a 1-day tax workshop in Chicago, Illinois. The workshop gave Debra a platform to coach her peers on The New Tax Act that has recently been passed and help them guide clients to maximize the new tax rules to their advantage. Debra addressed the challenges and opportunities that advisors will be faced with and guide them as how to better serve their clients. But more important, Debra discussed what these tax changes will mean for their client’s future and financial plans.

 

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