Your Weekly News and Updates April 5

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Weekly Market Commentary 04.05.2021
Jobs Market Shatters Expectations, Housing Prices on the Rise
Published by The Carson Group, LLC
The U.S. jobs market roared back to life in March. The economy added or reclaimed 916,000 jobs, shattering expectations of a 150,000 increase. Workers being recalled or hired to fill openings at restaurants and bars contributed 176,000 jobs to March’s gains. Previous months were revised higher by 156,000….Read More


Master your Retirement
Six Key Actions to Take to Secure the Retirement You Want
Thursday, May 6th at 4:15 pm EST
Here’s what Debbie will address:
1. 6 things you can do to prepare for Retirement
2. The three core characteristics of an ideal Retirement Portfolio
3. How to make sure your retirement accounts are on track
4. Are you paying too much in taxes? Is your retirement plan tax-efficient?
5. How to protect your Retirement Nest Egg against longevity risk, inflation risk, and market risk


Deduct Expenses for Long-Term Care on Your Tax Return
Kiplinger Article Provided by Taylor Financial Group, LLC
The staggering costs of long-term care can wreak havoc on your retirement savings. According to the U.S. Department of Health and Human Services, about 27% of Americans turning 65 this year will incur at least $100,000 in long-term-care costs, while nearly 18% will require care costing more than $250,000. That’s a hard pill for most seniors to swallow…..Read More
Social Security Basics: 12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits
Kiplinger Article Provided by Taylor Financial Group, LLC
For many Americans, Social Security benefits are the bedrock of retirement income. Maximizing that stream of income is critical to funding your retirement dreams. The rules for claiming Social Security benefits can be complex, but this guide will help you wade through the details….Read More
Medicare Basics: 11 Things You Need to Know
Kiplinger Article Provided by Taylor Financial Group, LLC
Heading into retirement brings a slew of new topics to grapple with, and one of the most maddening may be Medicare. Figuring out when to enroll in Medicare and which parts to enroll in can be daunting even for the savviest retirees. There’s Part A, Part B, Part D, Medigap plans, Medicare Advantage plans and so on. And what the heck is a doughnut hole, anyway?… Read More


Face Mask 2Can Vaccine Passports Kickstart The Economy?
The Economist Films Provided by Taylor Financial Group, LLC
Vaccine passports are likely to become a feature of everyday life as lockdowns are lifted across the world… Listen Here
Why Testing Still Matters!
The New York Times Article provided by Taylor Financial Group, LLC
With case numbers still high, coronavirus testing remains essential, experts say, but the goals and approach will change as vaccines roll out…. Read More


On March 18th, our clients had the opportunity to sit on an exclusive conversation with Former Federal Reserve Chair, Dr. Ben Bernanke. If you’d like to watch the conversation again, or if you were unable to join us, the replay is available for you to view until April 18, 2021.
To access the replay
If you registered in advance: Please use the event link in your registration confirmation email.
If you did not register: Use this link to register and watch the presentation.


We Celebrated Rob Taylor’s Birthday by having snacks and playing cards!
Happy Birthday, Rob!


We welcomed Trevor Hodges, our new Director of Operations!

We held our Open to All Webinar “First Quarter of 2021 Review and a Look at the Year ahead!”


“The happiness of your life depends upon the quality of
your thoughts.”
-Marcus Aurelius
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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 …

Considering Tax Loss Harvesting? What You Need to Know First

Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.
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