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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Your Silicon Valley Bank Questions Answered

You likely have heard about the recent Silicon Valley Bank (SVB) collapse and probably have questions. Here, we provide you with unbiased answers to your questions.

Thinking About Retiring Early? 8 Things to Consider First

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client).  You may have even gone so far as to take a sneak peek at your account statements …

Weekly Update: February 27th

By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, For investors, it may feel like déjà vu all over again as inflation and the Fed dominate market headlines on a day-to-day basis. After all, the numerous market swings last year were driven by ever-changing expectations around the Fed – …

4 Tips to Take Your 401(k) to the Next Level

Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. But is a million dollars even enough for your retirement needs? 

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