Client Announcement – NY Extends Grace Periods if COVID-19 Pandemic Creates Financial Hardship
A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the “regulations”) issued by the New York State Department of Financial Services (“Department”), extend grace periods and give you other rights under your life insura …
Client Announcement – Attention Small Businesses! Do you know what opportunities are available to you through the Paycheck Protection Program?
As many of you know, additional COVID-19 relief is expected to be signed into law this week, with most of the additional funding being used for the Paycheck Protection Program to support small businesses. If you are a business owner and this forgivable loan program is right for you, we sugg …
Client Announcement – Free CARES Act Resources Provided By Taylor Financial Group
On Friday, March 27th, the President signed into law the CARES Act, a $2 Trillion stimulus package intended to combat the severe economic damage caused by the coronavirus pandemic. The CARES Act includes provisions intended to help individuals and small businesses. The following resources …
Client Announcement – Do you know how the CARES Act effects you?
On Friday, March 27th, the President signed into law the CARES Act, a $2 Trillion stimulus package intended to combat the severe economic damage caused by the coronavirus pandemic. The CARES Act includes provisions intended to help individuals and small businesses. The following resources …
5 Things We Learned from our Client Advisory Board
For almost 10 years now, we have held an annual Client Advisory Board Luncheon where we get direct feedback from our clients. We invite our clients into our office to review everything we do, from marketing, communications and the services we offer. The goal is to determine from our client’ …
Everyone Offers Retirement Planning These Days. What’s so Special About Our Approach?
We often compare retirement planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances. The target is moving because you don’t know how long you will live – your retirement could last 5 ye …
5 Things to Consider When Facing a Life Defining Moment: Unexpected Job Transition
Published by Paul West Life Defining Moments happen to all of us. Sometimes they are positive, joyous things that you want to happen: engagement; marriage; the birth of a child; buying your dream home. Other times, they are things that feel less positive and you wonder why they have to happ …
The Surprising Truths We Learned About Gender Differences from Our Female Clients
Published by Ron Carson For more than 25 years, Carson Wealth has relied on a client advisory council for candid feedback on how to better run our firm.
Sushi and the Art of Stockpicking
Published by Rob Furlong Every year around the Oscars I remember that between two kids, a career and countless other commitments, I haven’t seen any movies since, well, the same time last year. This leads to a week of late-night binge watching, usually of movies that have lingered in my Net …
