Cash Balance Plans
What is a Cash Balance Plan? A cash balance plan is a type of defined benefit pension that offers retiring employees either a lump-sum payment, which can be rolled over into an IRA, or a fixed income stream.
The Week Ahead: May 3 , 2021: upcoming Client Only webinar, Market Update, The Economy and the Biden Administration Face Tougher Challenges Ahead, COVID-19 update, all this and more in The Week Ahead!
CURRENT STATE OF THE MARKET Weekly Market Commentary 05.03.21 GDP Surges After Stimulus, Fed Reiterates Low-Interest Rates Published by The Carson Group, LLC U.S. GDP surged an annualized 6.4% in the first quarter (Figure 1). Two rounds of government stimulus helped the economy climb within …
The Week Ahead: April 26, 2021: Is Bitcoin a boom or bust, TFG House View, Register for our upcoming Client Only webinar, Market Update, Social Security and Insurance month, COVID-19 update, all this and more in The Week Ahead!
CAN YOU MAKE A BACKDOOR ROTH IRA CONTRIBUTION? (NEW) Backdoor Roth IRA Contribution Announcement Provided by Taylor Financial Group With taxes likely going up, a Roth IRA could be the best retirement strategy available to you and your family as it potentially decreases taxes and allows you …
FWIS 4.26 Is Bitcoin a boom or bust
Generique du viagra en pharmacie Bien que la rééducation pénienne après prostatectomie radicale pour cancer de la prostate reste controversée, un ved peut être prescrit durée de 6 semaines et la période de titration de la dose n’était que de 2 semaines. Les voix ont également tenté de …
Your Weekly News and Updates April 5
CURRENT STATE OF THE MARKET Weekly Market Commentary 04.05.2021 Jobs Market Shatters Expectations, Housing Prices on the Rise Published by The Carson Group, LLC The U.S. jobs market roared back to life in March. The economy added or reclaimed 916,000 jobs, shattering expectations of a 150,0 …
Your Weekly News and Updates March 29, 2021
JUST A REMINDER OUR OFFICE AND THE MARKET WILL BE CLOSED THIS FRIDAY APRIL 2ND IN OBSERVANCE OF GOOD FRIDAY! MARCH MADNESS 2021 FINAL FOUR FACTORS FOR STOCKS (NEW) WELCOME TREVOR OUR NEW DIRECTOR OF OPERATIONS! Trevor Hodges Director of Operations Trevor brings 15 years of exp …
8 Things We Learned From Our 2020 Client Advisory Board
Last week, Taylor Financial Group hosted our annual Client Advisory Board Meeting – Virtually this year! As you probably know by now, every year we hold our Client Advisory Board (CAB) meeting , where we discuss all things Taylor Financial Group – where we’ve been, what we’ve b …
WEBINAR INVITE: 20 Year End Financial Planning and Tax Tips For 2020
Are you nervous about your retirement distributions? Are you nervous about your income tax bracket?
Did you miss our coffee chat on April 9, 2020? Click here for valuable resources shared on our last coffee chat and information on our upcoming “First Friday” Client Only Coffee Chat (May 1, 2020 at 4:15pm)
Thanks to all who attended our Coffee Chat 2.0 on April 9, 2020 on Managing Through the Coronavirus! We hope you found the information useful and timely. We had a great discussion on the various relief measures outlined by Congress and the Federal Reserve. We also discussed different ways t …
Letter to Clients On The CARES Act – April 15, 2020
The coronavirus pandemic has affected virtually every facet of American life and severely impacted the markets and economy. Congress and the federal government have acted to help individuals and businesses get through this difficult time. Most recently, President Trump signed the Coronaviru …
Coronavirus and the Markets – March 18th, 2020
Efforts to mitigate the Coronavirus (COVID-19) gave way to a bear market last week when U.S. index funds dropped more than 20% from their recent high. Containment strategies – canceling events, limiting travel and practicing social distancing – help safeguard public health and disrupt the s …
