Monthly Newsletters

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Federal Interest Rate, 2019, Carson Group

Monthly Newsletters

From Washington to Your Wallet: How the Federal Funds Rate Affects Personal Finance

If you’ve watched the headlines at all in the last month, you know the markets aren’t sitting still. From the worst Christmas Eve on record to the Dow’s largest jump ever just a few days later – losses and gains seem to have less pattern every day. Experts are divided on how 2019 will look, but predictable isn’t the word any of them are using. Read more

Monthly Newsletters

February MPL: Tax Month

Can you believe that the Tax Cuts and Jobs Act (TCJA) recently celebrated its 1st anniversary? Well I can. Over the last year, our Taylor Financial Group team has been working around the clock to inform clients (and teach other advisors) about this major legislation!

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Saving money in 2019

Monthly Newsletters

How to Save More in 2019

The start of a new year always brings with it new personal goals – lose a few pounds, go on regular date nights with your significant other, get rid of a bad habit or create more good habits. Of course, many of our goals revolve around finances.

In fact, 37 percent of U.S. adults said their New Year’s Resolution was to save money or save more money in 2018, according to YouGov. One of the few ways to keep that promise to yourself is to pre-plan. Losing weight? Invest in that gym membership. More dates? Buy a gift certificate to your favorite restaurant. But how do you plan to save more this year? Read more

Monthly Newsletters

January MPL: Budgeting Month

As we have just turned the page to a New Year, there is no better time to review your spending, prepare a budget, and set savings and investing goals. We have prepared this short newsletter to provide you with some budgeting and savings tips. We hope that you find this newsletter both informative and helpful. Read more

Avoid holiday financial stress

Monthly Newsletters

Gifts without the Guilt – Tips for Avoiding Financial Stress at the Holidays

Pop quiz: Can you name more than three gifts you got for the holidays last year? A sweater, an Apple watch, a popcorn tin … and, ummmm? Most of us would be hard-pressed to answer this question, even by late January.

What we remember, of course, are the moments with family and friends – the relationships that are renewed in the holiday time of slowing down. Material gifts are fine for the moment, but they are usually forgotten even before they have the chance to break and wear out. Read more

Charitable giving, tax deductions, financial advising

Monthly Newsletters

Pass the Turkey! – Financial Tips for the Season of Giving

As the year begins its close, traditions start to appear. From the silverware for feasts, to the tacky lawn decorations the kids love, to the choice of holiday movies, traditions remind us of who we are. There’s a story behind almost every detail, whether it’s grandma’s antique table runner or your secret family recipe for cranberry sauce, and everything is intentional, or at least seems that way. Read more

Monthly Newsletters

November MPL: Beneficiary and Estate Planning Month

Published by Taylor Financial Group

When was the last time you reviewed your estate plan or beneficiary designation(s)? Are your power of attorney and healthcare directive up to date? Did you know The TCJA majorly changed the estate and gift tax exemption? Have you been procrastinating making or updating your will?
We have prepared this short newsletter to provide you with actionable steps to review your current beneficiary designations and estate plans.  Ensuring these items are in order will help align your estate plan with your current wishes and will help you to avoid some of the common pitfalls of estate planning.
National Financial Planning Month - Meeting with financial advisor

Monthly Newsletters

October Newsletter: 3 Tips for National Financial Planning Month

The leaves are changing, and we find ourselves changing as well. Depending on where you are in the country, you may be draining the pool or storing the patio furniture, or even harvesting the year’s crops. Whatever form it takes in your life, the cool weather causes us to slow down, take stock, and see where the summer left everything.

It’s no surprise then, that October is National Financial Planning month. This can be a great time for a meeting with your financial planner, especially if you only meet a few times a year. Let’s look at a few financial fitness items to discuss with your financial planner and to keep in mind as the leaves fall outside. Read more

Monthly Newsletters

September Monthly Newsletter: All Your Pencils Sharpened – A Financial Fine-Tuning for Autumn

We all remember it. You have your pencils all sharpened, your new outfit on, and a fresh new school year ahead of you. Long after our academic days are over, we can’t help feeling that autumn is the time – after the exuberance of summer – to re-check and re-tighten everything to prepare for the colder seasons ahead. Read more

Monthly Newsletters

September MPL: IRA Checklist Month

Published by Taylor Financial Group

When was the last time you reviewed your retirement plan? Have you made your 2018 IRA contribution? Are you on track to maximize your employer-sponsored retirement plan contributions? Are your beneficiaries up-to-date? And how has the Tax Cut and Jobs Act affected retirement plans?

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