March Monthly Commentary
By Dominique Vitalis, Senior Client Service Associate What a rebound in 2023 from the most unloved market ever! Market performance in 2023 marked a clear departure from 2022, with several asset classes performing significantly better than they did in 2022 and well above most expectations. …
Medicare Open Enrollment – January 1st – March 31st
If you turned 65 in 2023 (or are going to be 65 in 2024) and 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 …
Are You Confused About Your 401K?
Start the New Year off right and get your finances under control! Stop neglecting your 401(k) and let Taylor Financial Group help manage it for you. Your 401(k) or 403(b) is likely one of your most significant sources of retirement income, but retirement accounts can be among the most confu …
There’s Still Time to Contribute to Your IRA for 2023!
Even though tax filing season is well underway, there’s still time to make a regular IRA contribution for 2023. You have until your tax return due date (not including extensions) to contribute up to $6,500 for 2023 ($7,500 if you were age 50 or older on or before December 31, 2023). F …
Timing of Consolidated Form 1099s for Tax Year 2023 TD Ameritrade & Chares Schwab
We would like to keep you informed as to the estimated availability dates for the tax year 2023 tax forms. Timing of Available Tax Documentation for Charles Schwab Accounts Given the information below, we recommend you provide 1099s to your accountants no earlier than the 1st Correction Cyc …
Debra Taylor Earns the 2023 Women’s Choice Award® for Providing Exemplary Financial Services to Women
WomenCertified Inc., home of the Women’s Choice Award, identifies Financial Advisors 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, Debra Taylor, Founder, Wealth Advisor, Lead …
Debra Taylor Named Five Star Award Winner
Debra Taylor was named a Five Star award winner for 2023 in September 2022. By earning this honor, Debra has shown an outstanding commitment to clients.
