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Women & Investing

We advise affluent women who are seeking guidance or are experiencing life transitions. Whether it be financial advice, career transition, divorce, illness, or the death of a loved one, we help women understand their wealth and navigate their future in many areas, including investment planning, estate planning, retirement planning, income tax planning, and other matters.

In January 2017, we launched a workshop series called “Women & Investing Workshops,” which are attended exclusively by women and are currently being held on Saturdays at local libraries throughout Bergen County, with encore presentations on weeknights (open to all).  Visit our Events page for a complete list of workshops.

Planning for Women in Transition

Statistics show that 85% of women will at some time be responsible for protecting their family’s assets (Women & Company Magazine 2010, “Women and Affluence”). Unfortunately, women often do not know where to turn for trusted advice, nor do they know the right questions to ask. In a male dominated industry, Taylor Financial Group is ready to help women who are newly independent. We have stepped in many times to assist women in assuming these new responsibilities, and have assisted in hiring other professionals, transferring accounts, and creating a plan for this new phase of a woman’s life.

Click here to watch Debbie discuss considerations for women on this segment of her interview with Consuelo Mack on “WeathTrack.”

Planning for Divorce and Financial Counseling

Going through a divorce is not only emotionally difficult, but can also be financially draining. We will act as a consultant to you before and during your divorce, assisting in the selection of a divorce attorney or mediator, analyzing your income, expense and assets, and making recommendations regarding the division of the marital assets. We will work with you, every step of the way, whether assisting to develop strategies for your assets in a divorce or helping to develop a plan in a pursuit of replenishing the losses you may have incurred.

Click here to watch Debbie discuss the need for divorcing women to build a team of professionals on this segment of her interview with Consuelo Mack on “WeathTrack.”

With Debbie Taylor’s experience as a Certified Divorce Financial Analyst, Taylor Financial Group is frequently sought by matrimonial attorneys and their clients to provide litigation support in complex divorce situations.

No matter what stage of life a woman is in, we are very aware that what one woman wants can be very different from what another wants, and we approach each relationship with that understanding.