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 …

The Importance of Family Financial Planning

As we navigate through the ever-evolving financial landscape, the importance of robust and proactive family financial planning cannot be overstated. We understand that every “family” looks different and that each family’s financial journey is unique. We are committed to pr …

RMD & QCD Announcement

When you reach RMD age, the IRS instructs you to start making withdrawals from your Traditional IRA(s). These withdrawals are also called Required Minimum Distributions (RMDs). For some of you, 2024 may be the first year you are taking an RMD (those of you who are turning age 73). You will …

Women’s Quarterly Newsletter

We’re excited to present the newest issue of our Women’s Quarterly Newsletter, a vibrant collection of insights, events, and stories tailored for women. In this newsletter, you’ll discover “5 Surprising Facts About Women Investors” that may change the way you t …

Annual Service Calendar

We are proud to announce our enhanced 2024 Annual Client Service Calendar! The calendar helps to create a structured and proactive approach to managing your wealth throughout the year. The annual client service calendar is your roadmap to financial success, detailing the planning areas we a …

Financial Fitness Announcement

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. See attached for the f …

Join Us in Celebrating 25 Years

Twenty-five years ago, I’m not sure that I envisioned sitting down to write a blog post about celebrating Taylor Financial Group’s silver anniversary – and not just because blogging wasn’t a huge thing back then, but also because I knew what a big deal it would be to someday celebrate 25 ye …

Women and Wealth: May 2023

Dear Friends, If you’re a married woman, it’s important to consider the fact that 80% of wives will outlive their spouses, which means wives need to plan for the possibility of being widowed. Unfortunately, the tax code is not favorable to widows, and it’s important to edu …

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