Insights
Videos
How to Start Building Your Retirement Plan
How do you want to spend your years in retirement? Building a plan to help ensure you’re on track is important and we want to make it easy to get started. Watch this video to help ensure you’re on track toward retirement.
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Blog
The New SECURE Act Could Hurt Your Retirement Accounts
Greetings, I hope you are enjoying your summer! On May 23rd, 2019, The House of Representatives passed legislation that would make significant changes to retirement accounts.
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Blog
The Week Ahead: Insurance When You’re Young & Single
Coverage can be a great comfort, even in youth. The transition to adulthood is an exciting new stage that marks true independence.
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Videos
Quarterly Market Outlook: Q3 2019
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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Market Commentary
Weekly Market Commentary – July 15, 2019
The S&P 500 continued its steady climb and ended the week at a new record high. Investors remain confident the Federal Reserve will lower rates at its meeting in late July. The S&P 500 climbed 0.8% for the week. The MSCI ACWI gained 0.2%.
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Blog
3 Options to Consider Before “Stretch” IRAs Die Out
Where did the flexibility go in ‘Stretch’ IRAs? Written by Taylor Financial Group, LLC Buried within the SECURE Act’s many benefits for retirement planners lies one of its pitfalls. A new provision that could limit the “stretchability” of an Inherited IRA to a ten-year distribution.
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Blog
Should you invest in a Roth or Traditional IRA?
Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.
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Videos
“Wealth Matters” with Debbie Taylor will air two shows the week of July 15th!
We are excited to announce that “Wealth Matters” with Debbie Taylor will air twice next week! On Monday, July 15th, catch Debbie at her regular time from 12-1:00PM EST on 1500AM. On Tuesday, July 16th, Debbie will be on again from 10-11AM EST on 1110AM, & 93.5 FM in the Northern New Jersey, NYC Area. It can also be streamed on the WTBQ website.
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Blog
The Week Ahead: Taking a Loan from Your Retirement Plan = Bad Idea
Why you should refrain from making this move. Thinking about borrowing money from your 401(k), 403(b), or 457 account? Think twice about that
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Blog
The New Abnormal
Written by Taylor Financial Group Dr. David Kelly, Chief Global Strategist of J.P. Morgan Asset Management, recently shared his economic outlook with us after the Federal Reserve’s meeting on June 19th, 2019.
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