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Financial Fitness

With the New Year here, it’s a good time to reflect on the past year—and create goals for this year. But whether or not you believe in setting New Year’s resolutions, it’s a good idea to review your finances and make sure they’re in good shape.
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2023: New Year Check-In

The New Year provides a fresh start and the ability to make better decisions than years prior. Towards that end, we have provided a few important tax planning items below that we believe you should review at the start of 2023.

2022 – A Year Unlike Any Other

Thanks for Sticking Around! We are Thrilled You Did! At Taylor Financial Group, our sole focus is on our clients and providing an amazing client experience to all of you. Indeed, we are proud to say that in 2022 we welcomed 25 new clients and had 99% customer retention. Over 36% of our clie …

Traditional IRA & Roth Conversion

If you have a Traditional IRA, you may benefit from doing a Roth conversion this year (and if you already performed a conversion this year, you still have time to do an additional conversion before year end). We typically favor Roth IRAs (over Traditional IRA balances) as Roth IRAs grow tax …

Homeowners and Renters Can Receive Payments of up to $1,500

The deadline for filing is December 30th, 2022. More than three million residents are eligible for up to $1,500 in property tax relief under the ANCHOR program. To be eligible for this year’s benefit, you must have occupied your primary residence on October 1st, 2019. You must also fi …

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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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