News

COVID’s Financial Toll Isn’t What You Think

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …
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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 near …

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 …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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