Monthly Newsletters

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Charitable giving, tax deductions, financial advising

Monthly Newsletters

Pass the Turkey! – Financial Tips for the Season of Giving

As the year begins its close, traditions start to appear. From the silverware for feasts, to the tacky lawn decorations the kids love, to the choice of holiday movies, traditions remind us of who we are. There’s a story behind almost every detail, whether it’s grandma’s antique table runner or your secret family recipe for cranberry sauce, and everything is intentional, or at least seems that way. Read more

Monthly Newsletters

November MPL: Beneficiary and Estate Planning Month

Published by Taylor Financial Group

When was the last time you reviewed your estate plan or beneficiary designation(s)? Are your power of attorney and healthcare directive up to date? Did you know The TCJA majorly changed the estate and gift tax exemption? Have you been procrastinating making or updating your will?
We have prepared this short newsletter to provide you with actionable steps to review your current beneficiary designations and estate plans.  Ensuring these items are in order will help align your estate plan with your current wishes and will help you to avoid some of the common pitfalls of estate planning.
National Financial Planning Month - Meeting with financial advisor

Monthly Newsletters

October Newsletter: 3 Tips for National Financial Planning Month

The leaves are changing, and we find ourselves changing as well. Depending on where you are in the country, you may be draining the pool or storing the patio furniture, or even harvesting the year’s crops. Whatever form it takes in your life, the cool weather causes us to slow down, take stock, and see where the summer left everything.

It’s no surprise then, that October is National Financial Planning month. This can be a great time for a meeting with your financial planner, especially if you only meet a few times a year. Let’s look at a few financial fitness items to discuss with your financial planner and to keep in mind as the leaves fall outside. Read more

Monthly Newsletters

September Monthly Newsletter: All Your Pencils Sharpened – A Financial Fine-Tuning for Autumn

We all remember it. You have your pencils all sharpened, your new outfit on, and a fresh new school year ahead of you. Long after our academic days are over, we can’t help feeling that autumn is the time – after the exuberance of summer – to re-check and re-tighten everything to prepare for the colder seasons ahead. Read more

Monthly Newsletters

September MPL: IRA Checklist Month

Published by Taylor Financial Group

When was the last time you reviewed your retirement plan? Have you made your 2018 IRA contribution? Are you on track to maximize your employer-sponsored retirement plan contributions? Are your beneficiaries up-to-date? And how has the Tax Cut and Jobs Act affected retirement plans?

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College students financial advising

Monthly Newsletters

August Monthly Newsletter: 4 Financial Lessons Your New College Student Needs to Hear from You (and 2 Important Items for Parents)

As summer comes to a close, many parents and teenagers are packing up the station wagon (or hybrid crossover) for a trip that, for at least one passenger, is one way. You’re ready for this. You’ve done the shopping trips, you’ve packed the boxes, you’ve even shed a few tears. Now it’s time to send your child(ren) off to college. Read more

Monthly Newsletters

August MPL: Back to School Month

Published by Taylor Financial Group

As summer draws to a close and we get ready to see our children (and grandchildren) go back to school, we have prepared this short newsletter to provide you with a few tips to get financially ready for the coming school year.

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Monthly Newsletters

July Monthly Newsletter: Five Financial Factors to Consider Before Buying a Home

Every spring it’s the same: the snow melts, the birds begin building their nests, the neighborhood children resume their outdoor play and the housing market blooms. Yes, among the budding trees and perennial sprouts you’ll notice “For Sale” signs popping up all over town. Read more

Monthly Newsletters

July MPL: Emergency Preparedness Month

Published by Taylor Financial Group

Would you know what to do in the event of an emergency? Who would you turn to in the event of a natural disaster or the incapacity of a loved one? As we advance into these summer months, and you hopefully have some down time, what better time to get organized? 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