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Coronavirus, Markets and Economy Weekly Talking Points – April 20, 2020

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Coronavirus, Markets and Economy Weekly Talking Points – April 20, 2020

Written by Debra Taylor “This makes the Great Lockdown the worst recession since the Great Depression, and far worse than the Global Financial Crisis.” – IMF April 14, 2020

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How To Save Money On Taxes In Retirement

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How To Save Money On Taxes In Retirement

Whether your retirement is just around the corner or you are already living the dream, there are several ways to save money on taxes so that your overall retirement income is not drastically affected. Is there such a thing called taxes in retirement?

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Want To Protect Your Retirement Income? Pay Attention To Taxes!

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Want To Protect Your Retirement Income? Pay Attention To Taxes!

You may have spent the last decade saving for retirement; the day has come to turn those hard-earned life savings into retirement income! It is important that investors generate this type of income based off their preferences and unique circumstances.

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The Week Ahead – April 20, 2020 How the CARES Act impacts your business, Making Lemonade from Lemons by taking advantage of the market and find out all that Debbie accomplishes throughout her day…all this and more in The Week Ahead!

Blog

The Week Ahead – April 20, 2020 How the CARES Act impacts your business, Making Lemonade from Lemons by taking advantage of the market and find out all that Debbie accomplishes throughout her day…all this and more in The Week Ahead!

The SECURE Act signed into law in December 2019, is among the most prolific retirement legislative changes we have seen in more than a decade. Inherited IRA and updated RMD provisions in this legislation could impact your retirement.

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Market Commentary: Investors Optimistic Over Slowing COVID-19 Cases

Market Commentary

Market Commentary: Investors Optimistic Over Slowing COVID-19 Cases

Similarly to last week, investors had to weigh progress fighting COVID-19 and what that means for the future against the economic toll the virus and policies designed to slow it are having on the economy.

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The Client Connection – April 2020

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The Client Connection – April 2020

This Month, we saw a massive shift in society due to the COVID-19. As a result, the CARES Act has taken center stage and is our top priority at this time. We have created a free resource guide, a RMD updated guide and compiled multiple articles, videos and resources that we highly recommend you check out.

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Letter to Clients On The CARES Act – April 15, 2020

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Letter to Clients On The CARES Act – April 15, 2020

The coronavirus pandemic has affected virtually every facet of American life and severely impacted the markets and economy. Congress and the federal government have acted to help individuals and businesses get through this difficult time.

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Client Announcement – Free CARES Act Resources Provided By Taylor Financial Group

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Client Announcement – Free CARES Act Resources Provided By Taylor Financial Group

On Friday, March 27th, the President signed into law the  CARES Act , a $2 Trillion stimulus package intended to combat the severe economic damage caused by the coronavirus pandemic. The CARES Act includes provisions intended to help individuals and small businesses. The following resources are intended to provide general information to you about the main programs for individuals and small businesses.

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A Day In The Life of Debra Taylor – April 15, 2020

Videos

A Day In The Life of Debra Taylor – April 15, 2020

Ever wondered what a day in the life of Debra Taylor looks like? Click on the video below to see all of the things she accomplishes in one day.  

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Debra and Rob Taylor Coffee Chat 2.0 Replay Video

Videos

Debra and Rob Taylor Coffee Chat 2.0 Replay Video

On Thursday, April 8, 2020 , Debra and Rob Taylor presented a client Coffee Chat 2.0 about the CARES act, the current state of the markets and the impact the CARES Act has on client portfolios.

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