Monthly Newsletters

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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

Monthly Newsletters

June Monthly Newsletter: Top 5 Reasons Your Estate Plan Needs a Corporate Trustee

As you plan for your own and your family’s financial future, you may be considering the creation of a trust. Many estate plans utilize what is called a revocable living trust. During your life, you generally serve as Trustee of your revocable living trust and can either retitle your assets in the name of the trust during your life or you can use a “pour-over will” to direct your Personal Representative or Executor to transfer any individually owned assets at your passing to your trust. Read more

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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