Blog
June 3, 2019, Three Key Questions to Answer Before Taking Social Security
Written by Taylor Financial Group, LLC When to start? Should I continue to work? How can I maximize my benefit? Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important questions. The answers ma …
May 16, 2019, Pension Plans & De-risking
Written by Taylor Financial Group, LLC Corporations are transferring pension liabilities to third parties. Where does this leave retirees? A new term has made its way into today’s financial jargon: de-risking. Anyone with assets in an old-school pension plan should know what it signifies.
Reducing the Risk of Outliving Your Money
What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one of the top answers. In fact, 61% of investors surveyed for a 2018 AIG retirem …
Oliver’s Planning Corner – How Tax-Friendly are the 5 Most Popular States to Retire In?
Dear Humans, First of all, you should all check out this Wall Street Journal Article called The Pros and Cons of ‘Target Maturity’ Bond Funds in which my owner, Debbie, was quoted! I am such a proud pet. But back to my musings. I often wonder where my favorite huma …
Delay Filing So You Can Utilize This Benefit
Published by Taylor Financial Group (for women) I know that many people count down the days until retirement. And even though I still have many long and exciting years ahead of me right here at Taylor Financial Group, my retirement daydreams sometimes dance around in my head. What about you?
Why WealthMatch is Here to Stay
Recently, I was fortunate enough to attend the eMoney Advisor Summit in Dana Point, California, where we were able to learn about the latest techniques and benefits connected with WealthMatch, our financial planning software. We believe – along with many others – that identifyi …
