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20 Financial Tips for 2020: Virtual Workshop on Thursday, June 4 at 4:15pm

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 …

WealthMatch Client Portal – Your Virtual Tool!

Taylor Financial Group Virtual Tools At this time, we are taking advantage of the many online interactive tools we have been using for years with our clients (such as GoToMeeting) that we use frequently. We have found these tools to be very convenient as it allows us to meet “face to face,” …

How Your Employee Benefits Fit into Your Financial Plan

Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it. 

3 Retirement Potholes (and How to Avoid Them)

The retirement planning process is full of potholes – they seem to pop out of nowhere and can do major damage if you’re not careful. In my years as a financial guide, I’ve put in a lot of man-hours helping people avoid financial potholes. The danger is real and the monetary bruises take a w …

How to Go from Making Money to Making Money Happen in Retirement

It’s a concept that is all too important as 4 in 10 Americans are at risk of running out of money in retirement. The landscape changes when you retire. Your goal now is to conserve, grow, maintain and otherwise hold onto what you already have. 

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