The Week Ahead: February 1, 2021: Register for our upcoming client only webinar, Market update, Do you use Venmo, COVID-19 update, all this and more in The Week Ahead!

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Client Only Webinar: 6 Things You Need to Know About The Markets and Your Money Under The Biden Administration

Thursday, February 4th at 4:15 PM EST
Here’s what you’ll learn:
  1. Major changes as a result of Biden’s election for your future portfolio
  2. How to position your portfolio to benefit in this current environment
  3. How you can protect your portfolio and your wealth from additional taxes
  4. Investments to consider under a Democratic Majority
  5. How to protect your wealth and your portfolio in 2021

Client Only February 4th REGISTER HERE!



5 Ways to Prepare for Higher Taxes Under President Biden
Kiplinger Article Provided by Taylor Financial Group, LLC
Even if you think your taxes are too high, you might be enjoying relatively low taxes right now. If you are watching the news and hearing about government COVID-19 relief spending and President Biden’s tax plan, you may be wondering if your tax burden will grow… Read More
12 States That Won’t Tax Your Retirement Income
Kiplinger Article Provided by Taylor Financial Group, LLC
You’ve worked hard all your life, and now you’re retired (or will retire soon). Unfortunately, there’s a pretty good chance that Uncle Sam is going to take a cut of your 401(k), traditional IRA or pension income. But what about your state? Will it take a bite out of your retirement income, too?…Read More


On January 26, 2021, Debra Taylor Presented a Virtual Keynote Address for Thrivent Financial.
Debbie presented the Keynote Address to 3,000 Thrivent Financial Advisors from her command center at home due to the COVID-19 outbreak. Her presentation of “Tax Matters: Implementing Key Strategies for a Winning Year,” was met with great praise from the audience.


Weekly Market Commentary 02.01.2021
Understanding ‘Short Squeezes’ and Last Week’s Intense Market Demands
Published by The Carson Group, LLC
The prices of a small set of heavily shorted stocks spiked last week as multiple factors conspired to create an intense demand for shares of some companies. The extreme move in prices has created a large gap between the current price and the price targets of even the most optimistic investors…..Read More


Natural Immunity After Covid-19 Could Last At Least 5 Months
VOX Article Provided by Taylor Financial Group, LLC
For the nearly 100 million people around the world who’ve been infected with the coronavirus, new science offers some comfort: Reinfections appear to be rare, and you may be protected from Covid-19 for at least five months…Read More


Did you know Venmo is a payment platform the enables you to send money through your phone? Here’s how to make sure you’re sending money securely.
Set any payment to “friends,” “public,” or “private” — share with the world, or keep it to yourself. Your privacy settings only affect whether others see your transactions; they don’t change what you can see about others. If two users involved in a single transaction have different privacy settings, Venmo applies the more restrictive level. Additionally, users can override their overall privacy settings for any individual purchase.


TD Ameritrade will be issuing 3 rounds of Form 1099s for 2020. Taylor Financial Group recommends that you NOT file your 2020 taxes until the 2nd correction cycle has been issued on March 5th.
Upon your request, TFG will securely email your 1099s to you and your tax professional or just to you, based on your preference. Please let us know.


1) Yes, your Medicare Part B coverage WILL COVER your COVID-19 VACCINE 100%… Read More
2) Now’s the time for a Medicare Supplement Checkup. You can replace your Supplement at any time if you’re overpaying and in generally good health
  • If you are overpaying and can pass underwriting (a health history lookback), you can often get the same great coverage at a lower premium by switching insurance companies.
  • Make sure you do a Medicare Supplement Checkup every two to three years.
3) You can change your Medicare Advantage (MA) Plan from now through March 31, during the annual Medicare Advantage Open Enrollment Period (MA OEP)
·During the MA OEP, you can switch from your Medicare Advantage Plan to:
  • another Medicare Advantage Plan, OR
  • to Original Medicare with or without a prescription drug plan (Part D).
· You can make just one change during this period, to start the first of the following month.
4) You can sign up for Original Medicare Part A and/or Part B from now through March 31 if you missed your Medicare Initial Enrollment Period around your 65th birthday or when you left your employer’s health insurance.
  • Enrolling during this annual General Enrollment Period (GEP), which runs from January 1 – March 31, means your coverage will start on July 1.
  • Until that time, you will not be covered by Medicare.
  • In addition, you may have to pay a Part B premium penalty for the months you’re without Medicare.
Have Medicare questions or want help? Book a no-charge Medicare check-in now with Nancy Schwartz, Medicare Coach & Licensed Independent Insurance Broker.
Nancy connects people like you with the right Medicare coverage at the best price. Her services are free to every client.

Nancy Schwartz is not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.”


Last week, we celebrated Client Service Specialist, Alexis Cedeno’s 1 year work anniversary. Thank you for all your hard work over the year!

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Charitable Giving Strategies in a High-Income Year

Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

Let’s Talk About Midterm Elections and Your Investments

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

Traditional IRA & Roth Conversion

If you have a Traditional IRA, you may benefit from doing a Roth conversion this year (and if you already performed a conversion this year, you still have time to do an additional conversion before year end). We typically favor Roth IRAs (over Traditional IRA balances) as Roth IRAs grow tax …

3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

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 …
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