charitable-contributions

The Week Ahead – November 11, 2019: Debbie Delivers Keynote Speech

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

Last week Debbie was in Minnesota presenting the keynote address “How to Thrive During the Consumer Revolution” to over 1,200 Thrivent Financial Advisors.

The feedback was amazing, and they particularly enjoyed the personal anecdotes and stories Debbie shared about going to the food store in her pajamas! Debbie’s passion for helping others came through loud and clear, and the audience found it refreshing that she places a higher value on building relationships than the bottom line. (Photo by Joe Szurszewski)

Beneficiaries Have an Average of 28 Medicare Advantage Plans to Choose From

This year, Medicare beneficiaries across the country participating in Open Enrollment should notice a marked increase in the number of Advantage plans available – up, on average, from 24 last year to 28 this year. In fact, a few places in the country have more than 60 plans to choose from!

Read the full article here!

Last Week at the Office…

On Friday, November 8th the TFG Team dressed festively for the annual holiday card photo. You’ll have to wait until it comes in the mail to see it, so keep an eye on your mailbox!

Stay updated with:

The Weekly Market Commentary

Check out all this and more in The Week Ahead, Taylor Financial Group’s weekly newsletter.

Just Click Here!

Or, if you aren’t subscribed to receive our newsletter via email, sign up below in the webpage footer!

Have a question for Debbie about retirement planning in Ramsey, NJ?

Click here to schedule your complimentary phone consultation!

Share:
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.

RECENT POSTS

Financial Resolutions to Take Into the New Year

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …

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 …
1 2 3 219 220 221
charitable-contributions

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