Annual Service Calendar

We are proud to announce our enhanced 2024 Annual Client Service Calendar! The calendar helps to create a structured and proactive approach to managing your wealth throughout the year. The annual client service calendar is your roadmap to financial success, detailing the planning areas we a …

Financial Fitness Announcement

With the New Year here, it’s a good time to reflect on the past year—and create goals for this year. But whether or not you believe in setting New Year’s resolutions, it’s a good idea to review your finances and make sure they’re in good shape. See attached for the f …

Join Us in Celebrating 25 Years

Twenty-five years ago, I’m not sure that I envisioned sitting down to write a blog post about celebrating Taylor Financial Group’s silver anniversary – and not just because blogging wasn’t a huge thing back then, but also because I knew what a big deal it would be to someday celebrate 25 ye …

Women and Wealth: May 2023

Dear Friends, If you’re a married woman, it’s important to consider the fact that 80% of wives will outlive their spouses, which means wives need to plan for the possibility of being widowed. Unfortunately, the tax code is not favorable to widows, and it’s important to edu …

Monthly Update: May 2023

Dear Friends, Retirement is something that many of us dream about for a good portion of our working lives. It’s important to remember that this period can last anywhere from 10 to 30 years and will likely come with some unique challenges along the way. Here at Taylor Financial, it’s o …

Weekly Update: May 22nd

Dear Friends, It is often said that earnings drive long-term stock market returns. This is why investors pay such close attention to corporate earnings announcements. The ongoing economic uncertainty, high inflation, slower growth, and banking crisis make it even more vital to focus on earn …

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