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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4 Hurdles in Retirement Beyond Your Investment Portfolio

Becoming hyper-focused on only one aspect of a problem is pretty much never a good approach. A racecar driver who only focuses on speed and ignores strategy won’t win races, at least not many of them. A carpenter who only hammers in nails won’t build strong structures. 

Your Silicon Valley Bank Questions Answered

You likely have heard about the recent Silicon Valley Bank (SVB) collapse and probably have questions. Here, we provide you with unbiased answers to your questions.

Thinking About Retiring Early? 8 Things to Consider First

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client).  You may have even gone so far as to take a sneak peek at your account statements …

Weekly Update: February 27th

By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, For investors, it may feel like déjà vu all over again as inflation and the Fed dominate market headlines on a day-to-day basis. After all, the numerous market swings last year were driven by ever-changing expectations around the Fed – …

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