News
News
Debra Taylor Featured in Advisor Magazine – July 17, 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 telephone, social media, Zoom seminars, and special events to stay in close contact with their customers.
Read More
News
Debra Taylor Presented Virtual Keynote Address for Thrivent Financial on April 8, 2020
Debra Taylor presented the Keynote Address to 1,500 Thrivent Financial Advisors
Read More
News
Taylor Financial Group, LLC and Debra Taylor, CPA/PFS, JD, CDFA, Receives the 2020 Five Star Award® for Providing Outstanding Service
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, it is an honor to announce that Debra Taylor, CPA/PFS, JD, CDFA, and Taylor Financial Group, LLC has earned the Five Star Wealth Manager Award, demonstrating a strong commitment to providing exemplary services to all her clients.
Read More
News
Debbie Featured in Crain’s New York Business Article on March 2, 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.
Read More
News
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
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 Debra Taylor, CPA/PFS, JD, CDFA, and Taylor Financial Group, LLC has earned the Women’s Choice Award, demonstrating a strong commitment to providing exemplary services for female clientele.
Read More
News
3 Roth Conversion Traps To Avoid After The SECURE Act
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.
Read More
News
10 Common Estate Planning Mistakes (and How to Avoid Them)
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.
Read More
News
Debra Taylor Gives Tips To Millennial Homebuyers in Recent Redfin Article on November 18, 2019
Are you a millennial thinking about settling down and buying your first home? Saving for the 20% down payment can be overwhelming – for many of us, it’s tough to know where to begin!
Read More
News
Debra Taylor Presented Keynote Address for Thrivent Financial on November 4, 2019
Debbie Taylor presented the Keynote Address to 1,200 Thrivent Financial Advisors
Read MoreNews
4 Ways To Improve Your Estate Plan
Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.
Read More