By Debra Taylor, CPA/PFS, JD, CDFA™ Investors cheered as the The S&P 500 was up >12.5% the past month. Previous big months have usually lead to better than average returns. Yes, during the tech bubble burst this didn’t work, but most other times the past 60 years have been rat …
Are you worried about your financial future? Are you thinking about your retirement and how this volatile economy will impact you and your family? If you, your friends and family are overwhelmed by the current state of the market and economy, Debra Taylor has the key facts you need to know …
Let’s not forget about the SECURE Act! With the Coronavirus at the front of everyone’s minds, the major retirement changes brought by the SECURE Act at the end of 2019 have been pushed aside However, at TFG we know these changes cannot be ignored. Therefore, we strongly encourage you to rev …
It is so captivating to watch the market action (quickest peak to trough in history, 20 day bear market), that it is easy to forget the forest when you are in the weeds. But, remember the forest we must. So, drag yourself from the headlines, and review the following items and start to perfo …
It is probably best just to accept that both our lives and the economy will remain constrained by the pandemic into 2021 and look forward to better times thereafter. The sooner we accept that we are stuck on a long and unfamiliar road, the sooner we can consider what this new landscape mean …
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 …
The SECURE Act signed into law in December 2019, is among the most prolific retirement legislative changes we have seen in more than a decade. Inherited IRA and updated RMD provisions in this legislation could impact your retirement. Click Here To Read the Full Article Stay updated with: Th …
