This Month with Taylor Financial Group: October: Market Update, Beneficiary and Estate Planning Month, COVID-19 update, all this and more in the monthly newsletter!

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Weekly Market Commentary 10.11.2021

Unemployment Falls to 4.8%; U.S. Trade Deficit Hits Record

Published by The Carson Group, LLC

For the second consecutive month, the U.S. job market created far fewer jobs than expected. September’s report showed only 194,000 jobs were created, missing expectations by nearly 300,000. A deeper look at the data shows the report wasn’t as bad as indicated by the overall number…Read More


A Widow’s Worst Nightmare
Article Provided by Taylor Financial Group, LLC
When someone dies without a will, the law of the state they died in determines how assets will be dispersed. Distribution formulas vary according to state law, but they are usually some variation of the following…Read More
10 Basic Questions of Estate Planning
Article Provided by Taylor Financial Group, LLC
Estate planning is complex and because it involves facing your own mortality, it can be a difficult subject to address. While you most likely have a will, this simple document may not be sufficient to manage your estate and efficiently pass on assets to your heirs.  Even if you have an estate plan that you’re confident in, it’s a good idea to review that plan in light of changes resulting from the Tax Cuts and Jobs Act of 2017….Read More
What Issues Should I Consider When Reviewing My Estate Planning Documents?
Checklist Provided by Taylor Financial Group, LLC
Estate planning is a critical aspect of the financial planning process. To help guide your document review, we have created this checklist. It covers key considerations regarding the most common estate planning documents, including, Wills, Living Trusts, Irrevocable Trusts, Powers of Attorney, and Living Wills…View Checklist


Medicare Open Enrollment – October 15th – December 7th
If you turned 65 in 2021, you are probably thinking about enrolling in Medicare (if you haven’t already). If you haven’t started Social Security yet, now’s the time to apply for Medicare. Medicare has an open enrollment period each year from October 15th to December 7th. Your coverage will begin on January 1 (as long as the plan gets your request by December 7th).
Determining when you must enroll in Medicare can be complicated. Depending on your situation, you may be automatically enrolled or you may have to proactively enroll. If you must follow the Initial Enrollment Period rules, there is the added complication of determining when coverage starts. We recommend using a consultant when enrolling in Medicare…Read More


Make the Right Medicare Plan Decision for 2022 
Thursday, November 4th at 4:30 pm EST
Medicare Annual Enrollment Period (AEP) starts October 15th. It’s your only chance to change plans for 2022, so making the right decision is crucial.
Here is what Nancy Schwartz, Medicare Coach, will address:
1. Understand your Medicare options
2. Review your plan & assess 2022 alternatives
3. Identify best changes to make & enroll



Medicare Specialist & Coach
“As a Medicare Coach and Licensed Independent Broker, my mission is to get you the right plan at the best price, ensuring you robust coverage.”
Smart Senior Healthcare
(862) 216-0445
Licensed in many states
Book your no-charge Medicare plan consult now!


Does everybody need a booster shot?
VOX Article by Taylor Financial Group, LLC
The Biden administration has been working for weeks on plans for Covid-19 booster shots, as the delta variant drives a new pandemic wave across the country. The debate spilled out into the open last month when top officials from the Food and Drug Administration stepped down over their reported concerns that the decision-making process was being driven by politics instead of science…Read More


Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes
Taylor Financial Group, LLC Announcement
The Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched. The proposals are part of a $3.5 trillion domestic investment plan, with many of the tax and retirement account changes designed to help pay for that plan. And though the changes at this point are nothing more than proposals, it’s still worth breaking down what they would mean for Americans. The short version: Mostly good news for the ultra-high-net-worth, and some bad news for married couples…Read More
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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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