The Week Ahead: June 21, 2021: Market Update, Family & Summer Savings Month, COVID-19 update, all this and more in The Week Ahead!

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Your Weekly News and Updates

June 21, 2021


Taylor Financial Group, LLC hopes you had a Happy Father’s Day!
“The quality of a father can be seen in the goals, dreams and aspirations he sets not only for himself, but for his family. ” – Reed Markhamfather-daughter-kiss.jpg


Weekly Market Commentary 06.21.2021
Higher-Than-Expected Inflation Rates Cause Consumer Spending to Slow; Fed Adjusts Forecasts For Future Hikes
Published by The Carson Group, LLC
The Federal Reserve raised its inflation forecast 1.0% for this year to 3.4% and indicated inflation will stay near its target of 2.0% in coming years. Based on a more rapid recovery and higher-than-expected inflation in recent months, Fed officials estimate the Fed will raise interest rates twice in 2023. The moves also suggest the Fed will start reducing its bond-buying program this year rather than in 2022….Read More


Podcast by Society of Actuaries provided by Taylor Financial Group
Adults over age 65 are faced with many new challenges since the novel coronavirus became a global pandemic. Not only are they more vulnerable to the effects of the disease, they are also threatened by economic repercussions that have affected their retirement savings. At a time of so much uncertainty, planning for the future can feel like a futile exercise. But at the same time, older people are more acutely aware that illness and disability can strike at any time. Preparing for changes in financial capacity is essential for a secure retirement….Listen Here


Summer Saving Tips
SouthWest Electric Image provided by Taylor Financial Group, LLC
Here you’ll find strategies to help you save energy and keep costs down during the spring and summer when the weather is warm and you are trying to keep your home cool. Some of the tips below are free and can be used on a daily basis to increase your savings; others are simple and inexpensive actions you can take to keep energy affordable through the spring and summer…. View Image
7 Steps to Take When Aging Parents Need Help
DailyCaring Article Provided by Taylor Financial Group, LLC
If your aging parents need help to stay safe and healthy, you might be unsure about how to handle the situation.
Figuring out their needs, understanding the options, and making decisions can feel overwhelming. Focusing on something concrete helps you feel more in control of the situation.
Use these 7 steps to turn the vague problem of “my aging parents need help” into a practical, realistic plan to help mom or dad be as healthy and happy as possible….Read More



Every Monday from 4:15pm – 5:00pm EST
Our “Office Hours” are exclusive to clients, prospects, friends, and family who would like 1-on-1 access to Debra Taylor and her opinions on the current state of the markets and how that might impact you and your family!
Debra will begin each session by discussing the markets briefly and then open up the floor to questions from the audience. We hope for this to become a place for people to connect each week and discuss important financial topics on their minds!
Questions can be asked LIVE during office hours or sent to AnnMarie in advance!


Second Quarter 2021 Review and a Look at the Year Ahead!
**Due to the holiday we are moving the webinar 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


You are invited to “Tee Off” with Rob Taylor, Senior Wealth Advisor of TFG, at the Ramsey Golf & Country Club!
Each tee time is limited to 3 spots, so please let us know your availability soon so we can secure your spot!
Wednesday, June 30th
Wednesday, July 14th (Closed-Out!)
Wednesday, July 28th
12 pm-5 pm (estimated times and depending on the “19th hole”)
Each Golf Outing offered is assigned on a first-come-first-serve basis so RSVP ASAP!
E-mail AnnMarie at to reserve your Wednesday Tee Time with Rob Taylor!
Each Golf Clinic is assigned on a first-come-first-serve basis and there is limited space so RSVP ASAP! And don’t forget Happy Hour (Or some extra holes after the clinic – up to you!)
Wednesday, June 23rd, 5:30 – 6:30 pm (Putting)
Wednesday, July 7th, 8:45 – 9:45 am (Driving Range)
Wednesday, July 21st, 5:00 – 6:00 pm (Pitching)
Wednesday, August 4th, 8:45 – 9:45 am (Driving Range)
Wednesday, August 11th, 5:00 – 6:00 pm (Putting)
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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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