Published by Taylor Financial Group
As another year comes to a close, the importance and stress of taxes begins to rise. If you’re curious about ways to lower your tax bill, how you can save under the new Tax Act, or the most overlooked tax breaks and deductions, we got you covered!
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, Whether you reached your personal goals last year or faced challenges, a New Year brings new opportunities and a fresh start. The Setting Every Community Up for Retirement Enhancement Act of 2019, popularly known as the SECURE Act, was sig …
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 …
Mike Valenti, CPA, CFP®, Director of Tax Planning Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is often, “ …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, SECURE Act 2.0, passed at the end of December, has been described as legislation that is designed to help the hard-working people of America to get their retirement savings back on track. Although it is unclear whether SECURE Act 2.0 will me …
