Blog
CALLING ALL CLIENTS! Post Election Strategies: How to Protect Your Wealth and What to Watch on Main Street, Wall Street and in Washington, D.C.
Are you thinking about your retirement and how this election will impact you, your family and your wealth? If you have questions about the market and how to manage through 2020 and 2021, Debra Taylor has the key facts you need to know before making decisions.
FeeX Client Services – Introducing Retirement by Design
Are Your Retirement Accounts on Track? A Retirement Account Management Tool Your retirement accounts -your 401(k) chief among them -are likely the largest assets you own and the linchpin of your golden years. So why wouldn’t you proactively manage those assets, alongside the rest of y …
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 …
How To Save Money On Taxes In Retirement
Written by Debra Taylor Whether your retirement is just around the corner or you are already living the dream, there are several ways to save money on taxes so that your overall retirement income is not drastically affected. Is there such a thing called taxes in retirement? Yes, it exists. …
Want To Protect Your Retirement Income? Pay Attention To Taxes!
Written by Debra Taylor You may have spent the last decade saving for retirement; the day has come to turn those hard-earned life savings into retirement income! It is important that investors generate this type of income based off their preferences and unique circumstances. In addition, th …
Do you have questions about the recently passed Stimulus Bill? – April 2, 2020
As the stock market hit its lowest returns since the 2008 Financial Crisis, the government has stepped in as an attempt to boost the economy. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) produces roughly $2 trillion in relief funding, tax breaks and loans for individua …
