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Weekly Update August 22: A Rather Bullish Development

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 …

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Our Best of 2019: Take A Ride With Us Down Memory Lane

At Taylor Financial Group, our sole focus is on our clients and providing an amazing client experience to all of you. Indeed, we are proud to say that in 2019 we had 98% client retention. More than 58% of our clients have been with us for more than 10 years. And many of you have …

The Week Ahead – December 30, 2019: The SECURE Act and Retirement

On December 20, 2019, the President signed the SECURE Act into law. This legislation makes significant changes to retirement accounts and retirement planning. The Bill will make it easier for small businesses to offer 401(k)’s, and to include annuities in retirement accounts. The most …

The Week Ahead – December 23, 2019: The SECURE Act and Estate Planning

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, which passed the House in a 417-3 vote and will now likely pass the Senate by unanimous consent, will probably change your estate planning. Under the previous rules, we could ‘stretch’ IRA distributions to non-s …

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