Insights
Blog
The Week Ahead – February 24, 2020: Lesser Known Provisions of the SECURE Act
The SECURE Act passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA holders must start taking requirement minimum distributions to 72-years-old.1,2
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Market Commentary
Weekly Market Commentary – February 24, 2020
The coronavirus continues to challenge health care officials and curtail economic activity. The virus seems to be spreading more slowly within China, and there are reports workers are slowly returning to their jobs or working remotely. Cases in South Korea and Italy shot higher, while Iran reported a high percentage of fatalities relative to a limited number of cases.
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Blog
Medicare Open Enrollment & Appealing a Medicare Surcharge
Medicare Open Enrollment – January 1st – March 31st If you turned 65 in 2019 (or are going to be 65 in 2020) you are probably thinking about enrolling in Medicare (if you haven’t already). If you haven’t started Social Security yet, now’s the time to apply for Medicare. Medicare has an open enrollment period each year from January 1 to March 31. If you apply for Medicare during this time, your benefits take effect July 1. Appealing An IRMAA Surcharge Of the four major programs, Medicare Part B includes IRMAA surcharges. When you enroll in Medicare Part B, the premiums you pay...read the full article
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Blog
The SECURE Act Changes – February 20, 2020
As 2019 came to a close, the President signed into law a sweeping series of changes that will affect how we save for retirement. Officially entitled the Setting Every Community Up for Retirement Enhancement Act, but more commonly known as the SECURE Act, the new law includes both welcome changes and controversial elements.
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News
Taylor Financial Group, LLC and Debra Taylor, CPA/PFS, JD, CDFA, Receives the 2020 Women’s Choice Award® for Providing Exemplary Financial Services to Women
WomenCertified Inc., home of the Women’s Choice Award identifies Financial Advisors and Firms based on rigorous research focused on 17 points of objective criteria, in addition to references of validation from the advisor’s peers and/or superiors. As such, it is an honor to announce that Debra Taylor, CPA/PFS, JD, CDFA, and Taylor Financial Group, LLC has earned the Women’s Choice Award, demonstrating a strong commitment to providing exemplary services for female clientele.
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Blog
ABLE Accounts for Loved Ones with Disabilities – February 12, 2020
Living with a disability is often associated with significant amounts of extra costs. That’s why individuals and families can now contribute to ABLE accounts — tax-advantaged savings accounts that can fund disability expenses. The ABLE account can be beneficial for many reasons.
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Market Commentary
Weekly Market Commentary – February 18, 2020
The coronavirus, dubbed COVID-19, continues to threaten lives, communities, and the global economy. The number of cases keeps climbing, although the Chinese revised the definition of who has been diagnosed with the virus. There were signs the spread of the virus is slowing, but the revised definition makes it more difficult to analyze, and health and economic risks remain.
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Blog
Welcome To The 20’s
Another decade is in the books and the twenty-twenties are here! This decade will kick off with a number of important events that are sure to keep us on the edge of our seats, including the Summer Olympics in Tokyo, the U.S. presidential election, and the decennial census.* With the arrival of a new decade, we’ll look at what to expect for markets, anticipated trends in the labor economy, and new technologies on the horizon.
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Blog
How a Donor-Advised Fund Can Help Your Charitable Giving
Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact:
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Videos
Quarterly Market Outlook: Q1 2020
Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
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