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Taylor Finanacial Group, LLC Announcement

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August 1, 2019: The Fed Rate Cut and Portfolio De-Risking

Written by Taylor Financial Group, LLC Greetings, Prior to the Fed’s announcement on July 31, 2019, we reviewed most of our portfolios and we de-risked many positions and accounts.

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The Week Ahead – July 29, 2019: Gradual Retirement

Not everyone retires the same way – or at the same pace. Are you in a hurry to retire? Not everyone is rushing to that particular finish line. According to the 2018 retirement survey from the Transamerica Center for Retirement Studies, which gauges the outlook of American workers, 56% of those who describe themselves as “fully retired” did so before age 65, while another 14% said goodbye to the daily grind in the year they turned 65.

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July 29, 2019, Will You Live Comfortably in Retirement?

Written by Taylor Financial Group, LLC Recent reports show that more Americans currently expect to live comfortably in retirement compared to a year ago.1 Perhaps, it is due to recent stock market gains or low unemployment. In any event, this optimism is great! However, there’s another side to this story that should not be overlooked. Looking at a recent Gallup survey, I was struck by the difference between investors’ positive outlook on retirement and their negative outlook on their current retirement savings.2 In fact, it took me two reads to fully realize what was happening! When Our Expectations Don’t Match...read the full article

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529 College Savings Plan, financial advisor, Carson Wealth, Omaha, Nebraska

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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clock ticking down to retirement

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The Week Ahead – July 22, 2019: You Could Retire, But Should You?

It might be better to wait a bit longer. Some people retire at first opportunity, only to wish they had waited longer. Your financial strategy likely considers normal financial ups and downs.

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navigating retirement

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July 22, 2019, Navigating Your Retirement

Written by Taylor Financial Group, LLC Assuaging your fears and indulging your passions. During the first days, weeks, or maybe even months of retirement, you may experience a blissful honeymoon feeling. No boss, no job, no worries! But as that honeymoon glow fades you may find yourself lost at sea, wondering where to go from there.

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Taylor Finanacial Group, LLC Announcement

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July 17, 2019, The New SECURE Act Could Hurt Your Retirement Accounts

Written by Taylor Financial Group, LLC Greetings, I hope you are enjoying your summer! On May 23rd, 2019, The House of Representatives passed legislation that would make significant changes to retirement accounts.

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The Week Ahead – July 15, 2019: Insurance When You’re Young and Single

Coverage can be a great comfort, even in youth. The transition to adulthood is an exciting new stage that marks true independence.

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Woman using her flexibility to stretch arms while in a split

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July 15, 2019, 3 Options to Consider Before “Stretch” IRAs Die Out

Written by Taylor Financial Group, LLC  Where did the flexibility go in ‘Stretch’ IRAs? Buried within the SECURE Act’s many benefits for retirement planners lies one of its pitfalls. A new provision that could limit the “stretchability” of an Inherited IRA to a ten-year distribution.

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Traditional IRA, Roth IRA, tax/taxes/taxable

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Should you invest in a Roth or Traditional IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

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