Monthly Newsletters

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Monthly Newsletters

May MPL: Young Investors

Published by Taylor Financial Group

Are your children or grandchildren starting to save for their future?  Do you want to help them along the way?  We hope that our May Monthly Planning Letter will help you, your children, and your grandchildren learn more about the personal finance considerations of young investors and families. Read more

Monthly Newsletters

May Monthly Newsletter: Retirement and Social Security Benefits What Baby Boomers Need to Know

Income from Social Security­ benefits plays an incredibly important role for many Americans in retirement. In 2015, 85% of married couples and 84% of non-married persons aged 65 or older received Social Security benefits.

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Monthly Newsletters

April Monthly Newsletter: Tax Planning with Qualified Charitable Distributions

The Tax Cuts and Jobs Act passed on December 22, 2017 was the biggest rewrite of the tax code since 1986 and made sweeping changes to the individual and corporate tax system. While most taxpayers will benefit from the reduced tax rates and increased standard deductions, others may find they can no longer take advantage of certain itemized deductions on their 2018 tax return.

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Monthly Newsletters

April MPL: Identity Protection

Published by Taylor Financial Group

Cybercrimes are on the rise and, unfortunately, another American falls victim of identity theft every two seconds (source: Insurance Information Institute, 2015). Read more

Monthly Newsletters

March MPL: Retirement Planning

Published by Taylor Financial Group

Have you reviewed your financial plan to determine if you are on track to meet your retirement goals?  Creating a Financial Plan is an important first step to protect yourself and your family.  Read more

Monthly Newsletters

March Monthly Newsletter: 2018 Tax Scams and How to Avoid Them

Tax season is officially upon us and with it comes the inevitable new wave of tax season identity fraud. Every year, thousands of people lose millions of dollars and their personal information to tax scams during tax season. As taxpayers become more sophisticated at spotting scams, so do the scammers. They use regular mail, telephone and email to scam taxpayers, tax professionals, and even HR and payroll departments through phishing attacks and malware.

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Monthly Newsletters

February Monthly Newsletter: Choosing the Right Trustee

One of the most important decisions to be made when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent. While a critical decision, it is often given significantly less thought than the design and distribution of your assets. Even a meticulously designed estate plan drafted by an accomplished estate planning attorney will fail to achieve its purpose if the Trustee selected fails to administer the trust properly. Read more

Monthly Newsletters

February MPL: Tax Month

Published by Taylor Financial Group

We all know that tax time isn’t fun. In fact, it can be frustrating and time consuming. Our February Monthly Planning Letter will help you to get organized for preparing your 2017 taxes and give you some ideas for 2018. Read more

Monthly Newsletters

January MPL: Budgeting Month

Published by Taylor Financial Group

As we have just turned the page to a New Year, there is no better time to review your spending, prepare a budget, and set savings and investing goals.   Our Monthly Planning Letter provides helpful tips. Read more

Monthly Newsletters

January Monthly Newsletter: Holiday Spending

If you’re like many Americans, the recently passed tax reform and the continuation of the current bull market may have given you the confidence to dig a little deeper into your pockets for holiday spending. Newly released sales data showed retailer’s holiday sales increased 4.9% when compared to last year; the best holiday sales season since 2011.[1] While that may be good news for the retail sector that has seen several recent store closures, it’s probably not great news for the average consumer. Read more