Monthly Newsletters

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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

Monthly Newsletters

December Monthly Newsletter: Tax Reform and Year-End Planning

After several last-minute changes, the Senate voted 51-49 in the early hours of Saturday morning[1] to pass their version of tax reform. Only one Republican, Tennessee Senator Bob Corker, voted against the bill, concerned about the $1 trillion or more in budget deficits the plan is expected to create.[2] President Trump has been adamant about his desire to sign a final bill before Christmas. While we’re not quite there yet, the Senate’s vote Saturday morning crossed one potential roadblock and has made some form of tax reform by Christmas much more likely. Read more

Monthly Newsletters

December MPL: Year-End Planning

Published by Taylor Financial Group

We have prepared this short newsletter to provide you with some planning tips as we head into year-end. Read more

Monthly Newsletters

November Monthly Newsletter – Tax Cuts and Jobs Act

Last Thursday House GOP leaders unveiled the Tax Cuts and Jobs Act (TCJA), a tax plan that proposes a broad overhaul to the corporate and individual tax system, building from the framework announced in September by the White House and House GOP leaders. The TCJA proposes to create more jobs, grow paychecks and bring fairer taxes to American families.[1]   Read more

Monthly Newsletters

November MPL: Beneficiary & Estate Planning Month

Published by Taylor Financial Group

Ensuring that your beneficiary designation 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. Read more

Monthly Newsletters

October Monthly Newsletter: Medicare Open Enrollment

Leaves changing colors and falling to the ground. Playoff baseball. Pumpkin spice everywhere. We can certainly tell fall is officially here. Fall is also the perfect time to consider an often overlooked yet extremely important aspect of cash flow planning in retirement – Medicare coverage. Read more

Monthly Newsletters

October MPL: Credit Month

Published by Taylor Financial Group

In this Monthly Planning Letter, we provide you with steps to help monitor, and even improve, your current credit score, as well as additional information on monitoring and freezing your credit after Equifax’s unprecedented data breach last month. Read more

Monthly Newsletters

September Monthly Newsletter – Conflict Avoidance in Estate Planning: Tangible Personal Property

An often overlooked aspect of estate planning is documenting how to distribute tangible personal property after death. Relatively speaking, it is much easier to divide financial assets among your beneficiaries. Read more

Monthly Newsletters

September MPL 2017: IRA Checklist Month

Published by Taylor Financial Group

When was the last time you reviewed your retirement plan?  There are many things to consider.  As summer has officially drawn to a close, what better time to refocus and review your retirement plan? Read more