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2020 Our Year in Review

OUR BEST OF 2020 The year 2020 was a year unlike any other Just weeks into the year, COVID-19 upended life as we knew it, but we are hopefully starting to heal…     Thanks for Sticking Around! We are Thrilled to Have You! At Taylor Financial Group, our sole focus is on our c …

Understanding Sequence of Returns Risk

One of the biggest risks facing any retirement income plan is sequence of returns. When you retire, you go from accumulation (saving for retirement needs) to decumulation (withdrawing from savings to meet retirement spending needs). If you experience a down market early in the decumulation …

Four Smart Planning Moves to Consider Before the Election

Although we cannot be certain as to what will happen on November 3rd, we know that with every election there is a chance for major policy changes. Specifically, Biden’s tax proposal includes plans for a massive rehaul of the tax code and higher taxes for many. It is crucial to begin plannin …

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