Category: Weekly Newsletters

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    Blog

    Takeaways from Our Annual Client Advisory Board Meeting

    Published by Taylor Financial Group

    As you probably know by now, every year we hold our Client Advisory Board (CAB) meeting in the Autumn, where we discuss all things Taylor Financial Group – where we’ve been, what we’re doing, and how we can create the best possible experience for YOU!  Read more

    Blog

    Breaking Down the New Tax Legislation

    Published by Taylor Financial Group

    With tax reform becoming a main focus in Washington, and Republicans banking on a much-needed legislative victory, it is important to understand what may be happening over the next several months as it will affect all of our pocketbooks and our country as a whole.  Read more

    Blog

    Your Monthly To Do List for Financial Fitness

    Published by Taylor Financial Group

    Most people have a new year’s resolution that has something to do with losing weight, exercising more, or bettering themselves in some way.  But equally as important, and growing more popular, is the resolution to become financially fit.  Since many people tend to binge on their bad habits toward the end of the year, the transition to good behavior in the New Year can be drastic and painful, and it’s easy to become overwhelmed with all that’s involved with accomplishing your goals.  For this reason, you can become discouraged.

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    Blog

    What Our Client Advisory Board Taught Us

    Published by Taylor Financial Group

    On October 13, 2016, we held our Annual Client Advisory Board (CAB) Luncheon, where we gathered with a small group of our valued clients to solicit critical feedback and discuss our plans for the future.

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