The Week Ahead: April 12, 2021

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Revisit Goldman’s US GDP growth expectation for 2021 following passage of the American Rescue Plan and examine the possible growth impact of the Biden administration’s proposed infrastructure, healthcare and education investmentCLICK HERE FOR MORE

2021 Second Quarter Outlook
Cetera Resource provided by Taylor Financial Group, LLC\

More stimulus checks as economies open could provide a tailwind for Q2 economy, but does inflation loom?…CLICK HERE FOR MORE

Thoughts Around the Infrastructure Proposal
Cetera Article provided by Taylor Financial Group
Last week, President Biden announced a $2 trillion infrastructure and green energy proposal as part of the American Jobs Plan. This package includes new spending on transport infrastructure, manufacturing, R&D, housing and elderly care. This spending is anticipated to be spread over eight years and paid for over 15 years with higher taxes, most notably a hike in the corporate tax rate from 21% to 28%. This plan partially addresses the much documented and most pressing problems around repairs to our nation’s infrastructure.  CLICK HERE FOR MORE

CLIENTS ONLY: Isn’t It Time To Master your Retirement? Six Key Actions to Secure the Retirement You Want Webinar on Thursday, May 6th at 4:15 pm EST
Here’s what Debbie will address:
1. 6 things you can do to prepare for retirement
2. The three core characteristics of an ideal retirement portfolio
3. How to make sure your retirement accounts are on track
4. Are you paying too much in taxes? Is your retirement plan tax-efficient?
5. How to protect your retirement nest egg against longevity risk, inflation
risk, and market risk


Will Healthcare Change As I Transition Into Retirement?
Checklist Provided by Taylor Financial Group, LLC
There are a lot of moving parts involved when deciding what health insurance is most appropriate when you’re nearing retirement. This is especially true for you if you’re not ready to apply for Medicare…CLICK HERE FOR MORE

Social Security Guide
Carson Guide Provided by Taylor Financial Group, LLC
Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. In this guide, we’ll shed light on common Social
Security myths and provide options that, in certain instances, could decrease your payments to Uncle Sam and increase the financial legacy you leave. CLICK HERE FOR MORE

Why you can’t compare Covid-19 vaccines?
VOX Video Provided by Taylor Financial Group, LLC
In the US, the first two available Covid-19 vaccines were those from Pfizer/BioNTech and Moderna. Both vaccines have very high “efficacy rates” of around 95 percent. But the third vaccine introduced in the US, from Johnson & Johnson, has a much lower efficacy rate: just 66 percent.  CLICK HERE FOR MORE

What Covid-19 testing looks like in the age of vaccines
VOX Article provided by Taylor Financial Group, LLC
There was a time when we thought Covid-19 testing would save us from the pandemic. As long as we had enough tests and got them in the hands of enough people, we’d be able to identify and contain outbreaks, and life would soon go back to normal. CLICK HERE FOR MORE


On March 18th some of our clients had the opportunity to sit on an exclusive conversation with Former Federal
Reserve Chair, Dr. Ben Bernanke. If you’d like to watch the conversation again, or if you were unable to join us,
the replay is available for you to view until April 18, 2021.

To access the replay: If you registered in advance: Please use the event link in your registration confirmation email. If you did not register: Use this link to register and watch the presentation.

How Can We Help?
We understand how daunting this time is for you and we are trying to provide you with
helpful information. Do you know someone who needs a second opinion? Are they concerned with this
market volatility? Click here to find out how your friend or family member can get in contact with us!

Alexis Cedeno, Client Service Specialist – 201- 891-1130
Rob Papa, Operations Associate, Non-producing Registered Representative – 201-485-8493
Jared Marzocco, Operations Associate, Non-producing Registered Representative – 201-485-8494
AnnMarie Boccia, Communications Specialist – 201-891-1130
Jennifer Mlynar, Financial Planning Administrator- 201-485-8098
Trevor Hodges, Director of Operations – 201-891-1969
Rob Taylor, Senior Wealth Advisor – 201-485-8464
Debra Taylor, Founder and Lead Wealth Advisor – 201-891-1979


Looking for a Financial Planner and Investment Management in Bergen County, New Jersey?  Click Here to Schedule Your Complimentary 20-minute “good-fit” phone call now!

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4 Hurdles in Retirement Beyond Your Investment Portfolio

Becoming hyper-focused on only one aspect of a problem is pretty much never a good approach. A racecar driver who only focuses on speed and ignores strategy won’t win races, at least not many of them. A carpenter who only hammers in nails won’t build strong structures. 

Your Silicon Valley Bank Questions Answered

You likely have heard about the recent Silicon Valley Bank (SVB) collapse and probably have questions. Here, we provide you with unbiased answers to your questions.

Thinking About Retiring Early? 8 Things to Consider First

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client).  You may have even gone so far as to take a sneak peek at your account statements …

Weekly Update: February 27th

By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, For investors, it may feel like déjà vu all over again as inflation and the Fed dominate market headlines on a day-to-day basis. After all, the numerous market swings last year were driven by ever-changing expectations around the Fed – …

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