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Social Security In Our Time

The Social Security program began in 1940.  But there have been several important adjustments to the program in the past 80 years, including changes in the retirement age and increases in benefits to keep up with inflation.  So, what does Social Security look like in our time? Read more

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In Transition: Coping with Big Life Changes

The one constant in life is change. Whether your child is graduating from college or getting married, whether you’ve inherited assets, recently divorced, lost your job, lost your spouse, remarried, or been diagnosed with an illness, life comes at you fast. Read more

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Caregiving, No Greater Gift

If you’re part of the “Sandwich Generation,” then you’re facing the challenge of managing your family, career, and the needs of your aging parents. First coined in 1981, the label “Sandwich Generation” describes caregivers who are responsible for both children and elderly parents. Read more

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10 Questions Every Woman Should Ask Her Advisor

It’s important to do your homework before choosing your financial advisor. Read more

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What Every Woman Should Know About Long Term Care

Published by Taylor Financial Group

Why should women plan for long-term care?  Because they are living longer than men and it is expensive!  Annual costs of common long-term care services can add up to anywhere from $43,000 to over $100,000.  How are you going to pay for it? Read more

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Long-Term Care

Do you know someone who has recently been diagnosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. Read more

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Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Read more

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Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Read more

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Back 2 Basics

Check out this infographic for 12 Simple Financial Tips that are important to remember but easy to forget!

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Disciplined Investment Process

As an investor are you following a disciplined investment process or are you lacking a measurable strategy in your investment decisions? Consider your long-term investment objectives. Read more