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.

Debra Taylor Featured in the New York Times – Planning for Your Retirement, and for a Child’s Special Needs, All at Once – August 27, 2022

Debra Taylor, CPA/PFS, JD, CDFA™ Rachel Nagler, 39, has worked part time since she was 22, but she will never be financially independent, according to her father. She is legally blind with a seizure disorder and mild cognitive impairment, the result of birth trauma. For her parents, Sam and …

Debra Taylor Receives the Women’s Choice Award® for Providing Exemplary Financial Services to Women

Franklin Lakes, NJ– 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 …

Debra Taylor Named Five Star Award Winner for 2022

Debra Taylor was named a Five Star award winner for 2022 in November 2021. By earning this honor, Debra has shown an outstanding commitment to clients. As such, it is an honor to announce that Debra Taylor, CPA/PFS, JD, CDFA, Lead Wealth Advisor has earned the 2022 Five Star Wealth Manager …

Debra Taylor Presented Virtual Keynote Address for Thrivent Financial on January 26, 2021

Debra Taylor presented the Keynote Address to 3,000 Thrivent Financial Advisors from her command center at home due to the COVID-19 outbreak.

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us