Monthly Newsletters

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Monthly Newsletters

July Monthly Newsletter – Midyear Financial Checkup

Six months ago, many Americans set realistic and achievable financial resolutions for 2017. Now that we’ve crossed the halfway point of 2017, it’s time for a financial checkup. Much like your biannual dentist appointment, it’s important to track your progress to determine if changes need to be made to your plan to achieve your financial goals and resolutions.

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Monthly Newsletters

July MPL 2017: Emergency Preparedness

Published by Taylor Financial Group

July is Emergency Preparedness Month at Taylor Financial Group.  Would you know what to do in the event of an emergency?  We hope that this Monthly Planning Letter will help you to get organized and prepared for the unexpected!

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Monthly Newsletters

June Monthly Newsletter – “Supercharged” Charitable Giving with Retirement Assets

Many people are charitably inclined and take advantage of charitable giving during their life. Most people know that as a general rule you can deduct up to 50% of your Adjusted Gross Income annually for charitable gifts to qualified organizations[1] – quite a significant tax advantage you can use to reduce your annual income for tax planning purposes. Read more

Monthly Newsletters

June MPL 2017: Summer Savings

Published by Taylor Financial Group

As summer approaches and you have some downtime, it’s a good opportunity to review your expenses and identify a few areas where you can save.  We hope that this Monthly Planning Letter will help you to identify a few of the common (and not so common) places where you may be able to cut some extra expenses!

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Monthly Newsletters

May Monthly Newsletter: Estate Planning for Digital Assets: 4 Steps to Ensure Your Assets are Protected

Estate planning has become more difficult with the introduction of technology into every aspect of an individual’s life. Years ago, people filed away bank books, stock certificates, financial statements and most other important documents in a filing cabinet or a safety deposit box. Read more

Monthly Newsletters

May MPL 2017: 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 this Monthly Planning Letter will help you, your children, and your grandchildren learn more about the personal finance considerations of young investors and families.

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Monthly Newsletters

April MPL 2017: Security Month

Published by Taylor Financial Group

Cyber crimes are on the rise and unfortunately another American falls victim of identity theft every two seconds (Source: Insurance Information Institute, 2015). In 2016, $16 billion was stolen from 15.4 million unsuspecting Americans and over the past 6 years more than $107 billion has been stolen (Source: CNBC, 2017). Read more

Monthly Newsletters

April Monthly Newsletter: 86% of Americans Are Stressed About Their Finances

A recent, nationwide survey of approximately 1,000 adults found that 86% of those surveyed indicated they are experiencing stress relating to their finances.[1]  Why is this important? According to that same survey, nearly half of those who indicated they are experiencing financial stress believe their stress hinders their ability to make financial decisions. Read more

Monthly Newsletters

March MPL 2017: Retirement Planning

Published by Taylor Financial Group

Have you discussed your financial plan with us 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, and we have been working with many clients in this area with lots of success. Read more

Monthly Newsletters

March Monthly Newsletter: Billions of Reasons To Do Some “Financial Spring Cleaning”

For colder climates, the month of March can give those who have experienced months of bitter winter temperatures and decreased sunlight a lot of things to look forward to. The first day of Spring. Daylight Savings Time. Spring Training baseball. Saint Patrick’s Day. NCAA March Madness.

Unfortunately, the changing of the season also gives us the opportunity to perform the annual guilt trip/rite of passage – spring cleaning. Read more