stimulus check, bidens stimulus package

The Week Ahead: March 22, 2021: Register for our upcoming webinars, Stimulus update, Market Update, IRA Checklist month, COVID-19 update, all this and more in The Week Ahead!

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11 Tax Tips for Maximizing Stimulus Package Benefits
Think Advisor Article Provided by Taylor Financial Group
Now that President Joe Biden has signed the American Rescue Plan into law, there are several tax-related items in the law that advisors should let their clients know about…Read More


First Quarter of 2021 Review, Quarterly Market Outlook, and a Look at the Year Ahead!
 Thursday, April 1st at 4:15 pm EST
Here’s what Debbie will address:
1. 1st Quarter Review, Current market trends and where they could take us the coming months
2. 7 key points you need to know about Biden’s American Rescue Plan.
3. What’s going on with Biden’s Covid Relief package, and what it means for you
4. Investments to consider for 2021
5. Ways help to improve your wealth in Q2



Weekly Market Commentary 03.22.2021
Retail Sales Fell After January Stimulus Surge, Don’t Expect Interest Rate Hike
Published by The Carson Group, LLC
Retail sales were unable to keep pace with a stimulus-induced surge. Retail and food service sales dropped 3% in February after spiking 7.6% in January. The January data was revised 2.3% higher than first reported. Core retail sales, which exclude autos, gasoline, and restaurants, fell even farther, dropping 3.4%. Over the last year, core retail sales have increased 10.7%….Read More



There’s Still Time to Contribute to an IRA for 2020
Resource Provided by Taylor Financial Group, LLC
Even though tax filing season is well underway, there’s still time to make a regular IRA contribution for 2020. You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2020 ($7,000 if you were age 50 or older on or before December 31, 2020). For most taxpayers, the contribution deadline for 2020 is May 17, 2021…Read More
Sometimes Paying the IRA Penalty Makes Sense
Resource Provided by Taylor Financial Group, LLC
Whether it’s sports, taxes or life, we’re programmed to avoid penalties, and usually that’s a good move. Occasionally, however, by simply avoiding penalties, we can be detrimental to ourselves. Indeed, sometimes incurring a penalty on purpose can be the right move….Read More
Traditional vs Roth IRA
Cetera Article Provided by Taylor Financial Group, LLC
Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 46.4 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned by nearly 24.9 million households.
Both are IRAs. And yet, each is quite different…Read More


Looking to protect your COVID-19 Vaccination Card?
After you receive your second dose head to Staples.
Staples is offering free lamination for your Coronavirus Vaccine Card!

A year on, what lessons have been learned from the pandemic?
The Economist Podcast Provided by Taylor Financial Group, LLC
A YEAR AGO the World Health Organization declared the coronavirus outbreak a pandemic. The Economist’s health-care correspondent reflects on the future path of covid-19 infections. Also, how have past pandemics shaped today’s society? And, epidemiologist Professor Dame Anne Johnson explores the opportunities for the “new normal”… Listen Here
“The happiness of your life depends upon the quality of
your thoughts.””
-Marcus Aurelius
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Should I Open a Traditional or Roth IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

Financial Fitness

With the New Year here, it’s a good time to reflect on the past year—and create goals for this year. But whether or not you believe in setting New Year’s resolutions, it’s a good idea to review your finances and make sure they’re in good shape.

2023: New Year Check-In

The New Year provides a fresh start and the ability to make better decisions than years prior. Towards that end, we have provided a few important tax planning items below that we believe you should review at the start of 2023.

Carson Investment Research’s Outlook ’23: The Edge of Normal

At long last, The Carson Investment Research team is proud to officially release our 2023 Market and Economic Outlook, aptly titled Outlook ’23: The Edge of Normal. You can download the whitepaper here. As you are all painfully aware, 2022 wasn’t pretty for investors – it was the first year …
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stimulus check, bidens stimulus package