Insights

Taylor Financial Group Featured In Ramsey Neighbors Magazine’s May 2019 Issue

Check out Taylor Financial Group as the Featured Business in Ramsey Neighbor’s May 2019 Issue! Read more

Debra Taylor, CPA/PFS, JD, CDFA, Owner of Taylor Financial Group, receives the Women’s Choice Award® as a recommended Financial Advisor by Women for Women

As the leading advocate for female consumers, WomenCertified Inc. is pleased to announce that Debra Taylor, CPA/PFS, JD, CDFA, Owner of Taylor Financial Group, has received the Women’s Choice Award for Financial Advisors and Firms based on rigorous research, and 17 objective criteria. Read more

The Week Ahead – Avoid Midlife Money Errors, Find Out Ways to Ease the Cost of College, Read About The Shred Party

Mistakes happen, even for people who have some life experience under their belt. That said, your retirement strategy is one area of life where you want to avoid having some fundamental misconceptions. Read more

Weekly Market Commentary May 20, 2019

The S&P 500 dropped 0.7% last week primarily due to a sharp decline on Monday after the Chinese retaliated against increased U.S. tariffs. The global MSCI ACWI also declined 0.7% as international developed markets increased slightly, but declines in emerging markets pushed the overall index lower. Read more

Ways to Ease the Cost of College

How much could a college education cost in the 2030s? You may want to take a deep breath and sit down before reading the next paragraph. Read more

The Shred Party

If a shred party happens to spring up in your area, you may want to mark your calendar. For many years, shred parties, where a business or organization hosts clients or the public to the use of giant paper shredders, have presented a fun and easy way for folks to rid themselves of paper clutter. Read more

Pension Plans & De-risking

Corporations are transferring pension liabilities to third parties. Where does this leave retirees? 

A new term has made its way into today’s financial jargon: de-risking. Anyone with assets in an old-school pension plan should know what it signifies.   Read more

Midlife Money Errors

If you are between 40 & 60, beware of these financial blunders & assumptions. 

Mistakes happen, even for people who have some life experience under their belt. That said, your retirement strategy is one area of life where you want to avoid having some fundamental misconceptions. Read more

The Week Ahead: 10 Years, Tremendous Gains; Insurance When You’re Young and Single

Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang at the New York Stock Exchange that Monday afternoon, it marked the end of another down day for equities. Just hours earlier, the Wall Street Journal had asked: “How Low Can Stocks Go?”¹

Read more

Weekly Market Commentary May 13, 2019

The S&P 500 dropped 2.1% last week as optimism that the U.S. and China will reach a trade deal was beaten down by additional tariffs and accusations of backing away from agreed-on compromises. The global MSCI ACWI slid 2.5%. Read more