News
Posted on August 5, 2020
Financial advisors who have long relied on regular client communications to drive their businesses are stepping up their game to proactively reach out to customers during these uncertain times. Largely unable to meet with consumers face-to-face, firms are making more frequent use of the tel …
Continue Reading! Debra Taylor Presented Virtual Keynote Address for Thrivent Financial on April 8, 2020
Posted on April 14, 2020
Debra Taylor presented the Keynote Address to 1,500 Thrivent Financial Advisors
Taylor Financial Group, LLC and Debra Taylor, CPA/PFS, JD, CDFA, Receives the 2020 Five Star Award® for Providing Outstanding Service
Posted on March 11, 2020
Debbie Taylor’s 2020 Five Star Wealth Manager Award will be featured in The Wall Street Journal in a special section on February 26th, 2020. Debbie was named a Five Star award winner in January of 2020. By earning this honor, Debbie has shown an outstanding commitment to clients. As such, i …
Debbie Featured in Crain’s New York Business Article on March 2, 2020
Posted on March 6, 2020
In theory, the swiftly disappearing yields on municipal bonds should be deterring the little buyers like Greg Fazakerley who dominate the $3.8 trillion market.
Taylor Financial Group, LLC and Debra Taylor, CPA/PFS, JD, CDFA, Receives the 2020 Women’s Choice Award® for Providing Exemplary Financial Services to Women
Posted on February 19, 2020
WomenCertified Inc., home of the Women’s Choice Award identifies Financial Advisors and Firms based on rigorous research focused on 17 points of objective criteria, in addition to references of validation from the advisor’s peers and/or superiors. As such, it is an honor to announce that De …
3 Roth Conversion Traps To Avoid After The SECURE Act
Posted on January 28, 2020
Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
10 Common Estate Planning Mistakes (and How to Avoid Them)
Posted on December 6, 2019
Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.