Monthly Planning Update: November – Retirement Planning Month

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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 generation of retirees has a substantial amount saved in tax-deferred retirement accounts as well as other taxable assets, which means they shouldn’t assume they’ll pay much less in taxes in retirement…Read More


5 Questions to Ask Yourself 5 Years Before You Retire

Article Provided by Taylor Financial Group, LLC

The first step in any retirement income plan is to envision your retirement and make some decisions about how you will live. This, in turn, will inform your budget and your retirement income plan. If the numbers don’t support the life you have in mind, now is the time to find out…Read More


What Issues Should I Consider Before I Retire?

Checklist Provided by Taylor Financial Group, LLC

This checklist covers 32 of the most important planning issues to identify and consider for anyone who is about to retire…View Checklist



The House View: TFG’s Investment Update

Provided by Taylor Financial Group

The markets continue to shock and awe. Aside from the entertainment value of cryptos and other asset classes bouncing around, there sure is plenty to keep an eye on. With that in mind, see below three themes we are watching closely for Q4 2021, as well as our current asset allocation tilts…Read More


Social Security’s Uncertain Future: What You Should Know

Article Provided by Taylor Financial Group, LLC

Social Security is a pay-as-you-go system, which means today’s workers are paying taxes for the benefits received by today’s retirees. However, demographic trends such as lower birth rates, higher retirement rates, and longer life spans are causing long-run fiscal challenges. There are simply not enough U.S. workers to support the growing number of beneficiaries. Social Security is not in danger of collapsing, but the clock is ticking on the program’s ability to pay full benefits… Read More



5 Year-End Strategies for Charitable Giving

Article Provided by Taylor Financial Group, LLC

Many people have charitable inclinations, however, they do not realize the variety of ways they can donate or that through donating they can receive significant tax breaks. Even though fewer people will be itemizing deductions as a result of the Tax Cuts and Jobs Act, there are still many ways to realize tax savings from your charitable giving. These five giving strategies combine the desire to support good causes with the possibility of…Read More



Most Changes to Personal Taxes, Retirement Plans Dropped from Build Back Better Act


In September, I covered the proposed tax plan released by Democrats on the House Ways and Means Committee, which would help pay for the $3.5 trillion Build Back Better Act through changes to corporate, personal, and other taxes, as well as retirement plans…Read More


Employee Benefits Plans & 401(k) Statements


Every employee benefits plan is different and the types of benefits offered can vary and even change over time. Therefore, it is important to understand the benefits that are available to you which can include a variety of employer-sponsored retirement plans, insurance options, deferred compensation plans, stock purchase plans, profit-sharing plans, savings accounts, education assistance, etc…Read More




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Financial Resolutions to Take Into the New Year

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …

Charitable Giving Strategies in a High-Income Year

Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

Let’s Talk About Midterm Elections and Your Investments

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

Traditional IRA & Roth Conversion

If you have a Traditional IRA, you may benefit from doing a Roth conversion this year (and if you already performed a conversion this year, you still have time to do an additional conversion before year end). We typically favor Roth IRAs (over Traditional IRA balances) as Roth IRAs grow tax …
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