Blog
The Client Connection – February 2020
If you turned 65 in 2019 (or are going to be 65 in 2020) you are probably thinking about enrolling in Medicare (if you haven’t already). Click here to read the February 2020 Client Connection
The Week Ahead – January 20, 2020: How The SECURE Act Will Change Retirement
President Trump signed the SECURE Act this week as part of the government’s spending bill and it will inevitably affect most retirement savers, for better or worse. The SECURE legislation — which stands for “Setting Every Community Up for Retirement Enhancement” — puts into place numerous p …
The Week Ahead – January 13, 2020: How Does the SECURE Act Impact Your RMDs?
The SECURE Act, which went into effect Jan. 1, 2020, significantly changes the Required Minimum Distribution (RMD) requirements for inherited accounts and increases the age that you are required to start your RMDs to age 72, if you did not reach age 70.5 by the end of 2019. For more on this …
The Week Ahead – January 6, 2020: Pros, Cons and Possible Disasters after SECURE Act
Sweeping retirement changes were just signed into law that bring both positives (for savers) and potentially disastrous consequences (for heirs). Here are five important things everyone should do right now. The Setting Every Community Up for Retirement Enhancement (SECURE) Act was attached …
Our Best of 2019: Take A Ride With Us Down Memory Lane
At Taylor Financial Group, our sole focus is on our clients and providing an amazing client experience to all of you. Indeed, we are proud to say that in 2019 we had 98% client retention. More than 58% of our clients have been with us for more than 10 years. And many of you have …
The Client Connection – January 2020
With the SECURE Act comes the demise of the stretch strategy – and that could cost your loved ones if you don’t revisit your retirement income plan. Click here to read the January 2020 Client Connection
