How to Make Sense of Retirement and Estate Finance

Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.
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8 Things We Learned From Our 2020 Client Advisory Board

Last week, Taylor Financial Group hosted our annual Client Advisory Board Meeting – Virtually this year!   As you probably know by now, every year we hold our Client Advisory Board (CAB) meeting , where we discuss all things Taylor Financial Group – where we’ve been, what we’ve b …

How Estate and Gift Taxes Can Impact Your Financial Plan

Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.

FeeX Client Services – Introducing Retirement by Design

Are Your Retirement Accounts on Track? A Retirement Account Management Tool Your retirement accounts -your 401(k) chief among them -are likely the largest assets you own and the linchpin of your golden years. So why wouldn’t you proactively manage those assets, alongside the rest of y …

Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you …

20 Financial Tips for 2020: Virtual Workshop on Thursday, June 4 at 4:15pm

Are you worried about your financial future? Are you thinking about your retirement and how this volatile economy will impact you and your family? If you, your friends and family are overwhelmed by the current state of the market and economy, Debra Taylor has the key facts you need to know …

WealthMatch Client Portal – Your Virtual Tool!

Taylor Financial Group Virtual Tools At this time, we are taking advantage of the many online interactive tools we have been using for years with our clients (such as GoToMeeting) that we use frequently. We have found these tools to be very convenient as it allows us to meet “face to face,” …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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