Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
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 …
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 …
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
Happy New Year to you and your family! I hope the last several weeks have been merry and festive, leaving you recharged to move full steam ahead into 2020. As we enter a new year, it’s a good time to review your tax plan in light of changes to the tax code and numbers. That’s …
For most students, experts say it remains financially worth it to go to college, despite rising tuition and opportunity costs in relation to increasing wages for workers holding only a high school diploma. The average rate of return (net gain or loss on college investment across a career) is 14%.
On December 20, 2019, the President signed the SECURE Act into law. This legislation makes significant changes to retirement accounts and retirement planning. The Bill will make it easier for small businesses to offer 401(k)’s, and to include annuities in retirement accounts. The most …
