Financial Advisor Near You

The Week Ahead: June 14, 2021: Market Update, Family & Summer Savings Month, COVID-19 update, all this and more in The Week Ahead!

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.


Weekly Market Commentary 06.14.2021
One-year Inflation Rate Accelerates and Job Openings Hit All-Time High
Published by The Carson Group, LLC
U.S. consumer prices continued to go up faster than normal. The Consumer Price Index (CPI) jumped 0.6% last month and has now increased 5.0% over last year (Figure 1). Used car and truck prices rose 7.3% last month and are 29.7% higher over the last year. New car prices increased 1.6%, and airline fares surged 7.0%…Read More


Let Taylor Financial Group Help you Prepare for Potential Tax Changes Ahead
Taylor Financial Group Announcement
With the SECURE Act signed into law at the end of 2019 and the Tax Cut and Jobs Act (TCJA) due to sunset in 2025, we have emphasized the importance of estate planning and acting now as we are likely in the lowest tax environment we will ever see (estate tax included). However, with a new administration, there are major tax changes being proposed that have the potential to affect high-income earners ($400,000+) and those with highly appreciated assets… Read More


Shortages and Bottlenecks Expose Weak Links in T.S Supply Chains
Resource Provided by Taylor Financial Group
U.S. consumers won’t soon forget the troubling shortages of personal protective equipment during the early days of the pandemic, or when the first stay-at-home orders spurred panic buying and stress-inducing shortages of toilet paper, cleaning products, and food… Read More



What Issues Should I Consider When Buying a Home?
Checklist Provided by Taylor Financial Group, LLC
Buying a home is one of the biggest financial moves that your clients will ever make. There are a number of issues they should be aware of, including how the costs of purchasing and owning a home will impact your overall financial planning goals…Read More
20 Secrets No One Tells You About Becoming a Grandparent
Bestlife Article Provided by Taylor Financial Group, LLC
When you think of being a grandparent, you probably imagine hugs, cuddles, and kisses 24/7. And while all of these things are certainly part of what it’s like when your children have children, it’s not all fun and games. The restraint you have to exhibit and the reflection you end up doing on your own parenting—well, that’s harder to brace yourself for when becoming a grandparent…Read More


In The Room with Hamilton Star, Leslie Odom, Jr.
Thursday, June 17th at 2:00 PM EST
Join us for an exclusive conversation and performance with Grammy and Tony Award-winning Hamilton star, Oscar-nominated actor, and author Leslie Odom, Jr.
On Thursday, June 17, you and your family are invited to join us for an invitation-only conversation and performance with a legend in the making: Leslie Odom, Jr.
Get your digital front-row seat as Leslie shares his journey to success in word and music. His journey was never inevitable, including many setbacks he writes about in his bestselling book Failing Up: How to Take Risks, Aim Higher, and Never Stop Learning.
If you saw Hamilton, the story of American Founding Father Alexander Hamilton, you know that this Grammy and Tony-winner, who played Aaron Burr, can shine on stage. Leslie is shining on the big screen now, with two Academy Award nominations for his role as the legendary Sam Cooke—one of the most influential soul artists of all time—in the movie, One Night in Miami.
Beyond his amazing talent, Leslie is a tremendous example of a person who has leaned on the advice and trust of others in order to break through and realize his potential. This event promises to be an unforgettable experience.


Second Quarter of 2021 Review and a Look at the Year Ahead!
**Due to the holiday we are moving from the first to the second Thursday of the month**
Join us Thursday, July 8th at 4:15 pm EST!
Debra Taylor, Lead Wealth Advisor, will speak about the major themes in the financial markets from Q2 and how to help improve your wealth and investments in 2021 and beyond.
Here’s what Debbie will address:
  1. 2nd Quarter Review, current market trends and where they could take us in the coming months
  2. Major tax changes under the Biden Administration and how they may impact your future planning
  3. Investments to consider for 2021
  4. Ways to help improve your wealth in 2021 and beyond
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.


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 …
1 2 3 219 220 221
Financial Advisor Near You

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation