Monthly Planning Update: January – Budgeting & Debt Management Month
Budgeting and Debt-Management Month KICK THE NEW YEAR OFF RIGHT A 2022 Guide to Key Dates for Retirees Article Provided by Kiplinger Deadlines are relentless, whether for tax filings, health plan open enrollments, or required distributions from retirement savings. The clock is always tickin …
Monthly Planning Update: November – Retirement Planning Month
November is Retirement Planning Month Don’t Assume You’ll Pay Less in Taxes in Retirement Kiplingers Article Provided by Taylor Financial Group, LLC Today’s retirees have possibly more money than any previous generation – and this could mean they’ll also pay the most in taxes. This generati …
Monthly Planning Update: December – Charitable Giving & Year-End Planning Month
“Charitable Giving & Year-End Planning” Month 2022 TAX PLANNING CHECKLIST Provided by Taylor Financial Group, LLC Over the last year, we experienced an economic recovery from an ongoing global pandemic, a rash of supply chain issues, and new and pending legislation that affe …
Tensions between Russia and Ukraine are finally beginning to hit markets in a significant way.
Dear Friends, Tensions between Russia and Ukraine are finally beginning to hit markets in a significant way. European stocks, in particular, are feeling the heat as the continent prepares for the possibility of war on its doorstep. It isn’t just those geographically close to the actio …
Monthly Planning Update: February 2022 Tax Planning Month
“Tax Planning” Month Dear Friends, During the months of February and March, we try to identify planning opportunities (and spot potential issues) with your tax returns. If we work together now, we can help identify… If there was a change in your finances last year and you are pa …
Inflation is at a 40-year high
Dear Friends, There are plenty of reasons why inflation is at a 40-year high starting with low-interest rates, rising wages, supply chain disruptions, and fiscal stimulus that has fueled demand for consumer goods. And all of this is happening at a time when food and energy costs are rising. …
This Month with Taylor Financial Group: October: Market Update, Beneficiary and Estate Planning Month, COVID-19 update, all this and more in the monthly newsletter!
CURRENT STATE OF THE MARKET (NEW) Weekly Market Commentary 10.11.2021 Unemployment Falls to 4.8%; U.S. Trade Deficit Hits Record Published by The Carson Group, LLC For the second consecutive month, the U.S. job market created far fewer jobs than expected. September’s report showed only 194, …
Making the transition from working life to retirement comes with a set of do’s and don’ts if you want that 7-figure payout.
Dear Friends, Many do not realize that retirement has its own set of rules that may be different – tax laws change, you are spending instead of accommodating, and so on. In short, making the transition from working life to retirement comes with a set of do’s and don’ts if you want tha …
According to LPL, the S&P 500 Index was up more than 20% by the end of August for the first time since 1997
Dear Friends, According to LPL, the S&P 500 Index was up more than 20% by the end of August for the first time since 1997 and it has made a new high every single month this year so far (9 for 9). Incredibly, it made 53 new highs before August was over, the most ever. …
The Week Ahead: September 13: Market Update, Insurance Month, COVID-19 update, all this and more in The Week Ahead!
CURRENT STATE OF THE MARKET (NEW) Weekly Market Commentary 08.30.2021 Amid High Worker Demand, Job Openings Rise to 10.9 Million Published by The Carson Group, LLC July job openings increased to 10.9 million, up 779,000 from June. The record number suggests weaker August job growth was part …
Mid Year Update
Dear Friends, We expect that the strong economic recovery will continue into the coming year, furthering earnings growth and stock gains. The US stock market has seen explosive growth over the past ~16 months, with the S&P 500 returning approximately +92% since the March 2020 bottom. Wi …
