News

DEBRA TAYLOR PRESENTS AS THE KEYNOTE SPEAKER AT ONESCO INSTITUTE 2017

Franklin Lakes, NJ — September 12, 2017 — Debra Taylor of Taylor Financial Group recently attended the ONESCO Institute 2017 Conference from September 7^th through 9^th, where she was the keynote speaker.  The ONESCO Institute is an annual conference for industry professionals from around the country, who join together to hear from industry experts and participate in workshops to help them create the best possible client experience.  Read more

Debra Taylor is Featured in USA Today for Being Honored with the 2017 Women’s Choice Award

Franklin Lakes, NJ – August 15, 2017 – USA Today featured Debbie Taylor as a Women’s Choice Award® winner in their July 25, 2017 issue.  Debbie has received the Women’s Choice Award for Financial Advisors for five consecutive years!  USA Today highlighted Debbie as an “advisor women can trust.” Read more

DEBRA TAYLOR ATTENDS AND PRESENTS AT HORSESMOUTH WOMEN’S CONFERENCE IN WASHINGTON, D.C.

Franklin Lakes, NJ — June 30, 2017 — Debra Taylor, CPA/PFS, JD, Wealth Manager and Principal of Taylor Financial Group, recently attended and presented at a conference hosted by Horsesmouth on women’s issues in Social Security and Medicare.  The conference was held in Washington, D.C. on June 15^th and 16^th. Read more

DEBRA TAYLOR ATTENDS PEAK EXCELL CONFERENCE AND CARSON INSTITUTIONAL ALLIANCE PARTNER SUMMIT

Franklin Lakes, NJ — June 7, 2017 — Debra Taylor of Taylor Financial Group recently attended the Peak Excell Conference Spring 2017 and the annual Carson Institutional Alliance (CIA) Partner Summit, both of which were held simultaneously in Las Vegas, Nevada from May May 30^th through June 2^nd.  Industry professionals from around the country gathered to hear from various investment managers, industry leaders and motivational speakers about striving to create the best possible client experience and how to help create wealth for their clients.  Read more

Debra Taylor, CPA/PFS, JD receives the Women’s Choice Award® as highly recommended Financial Advisor by Women for Women

Franklin Lakes, NJ – April 11, 2017 – Women’s Choice Award® has announced that Debra Taylor of Taylor Financial Group has received the Women’s Choice Award for Financial Advisors for the fifth year in a row! Read more

Why doesn’t my portfolio have the same returns as the Dow?

Published by Taylor Financial Group

Q. Dear Debbie: Why doesn’t my portfolio have the same returns as the Dow?

A. You may have noticed some recent gains in the market, including a recent surge in the Dow Jones Industrial Average. So, if you are wondering why the Dow’s performance is up nearly 6.2% year-to-date and hitting record highs, but your portfolio isn’t reflecting the same thing, the answer is simple.  Your portfolio does not look like the Dow.  Nor does the Standard & Poor’s 500 Index or the NASDAQ.  In fact, the exceptional performance of the Dow is due to just a few stocks held within the 30 components of the Dow. Read more

3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

Is Your Financial Advisor a Fiduciary?

Published By Brett Carson

Financial advisors will have a new regulation to deal with starting April 10: It’s called the fiduciary rule, and it’s the biggest legal change governing the financial advice industry in years. Read more

Taylor Financial Group Workshops Now Being Offered at Mahwah Public Library

Franklin Lakes, NJ – March 8, 2017 – Debra Taylor, CPA/PFS, JD, CDFA, Principal and Founder of Taylor Financial Group in Franklin Lakes, NJ, has now expanded her financial planning workshop series covering various financial planning topics to the Mahwah Public Library, due to popular demand.  The series includes Women & Investing Workshops attended by women only, as well as Weeknight Workshops, which are open to all.  Read more

Can I contribute to an IRA plan while contributing to my 401(k)?

Published by Taylor Financial Group

Q. Dear Debbie:  I participate in a 401(k) plan with my employer but I am also self-employed.  Can I contribute to an IRA plan while I am contributing to my 401(k)? Read more