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Weekly Economic Update

In this week’s recap: U.S. benchmarks decline as trade issues remain front and center in the Wall Street conversation; major consumer confidence indices are notably high. Read more

Blog

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most of this retirement income source. Read more

Blog

Putting a Price Tag on Your Health

Being healthy not only makes you feel good, it may also help you financially.

We constantly hear how important it is to maintain a healthy lifestyle. That is not always easy, especially in the face of temptation or the easy option of procrastination. For some, the monetary benefits of maintaining a healthy lifestyle may provide an incentive. Read more

Blog

Long-Term Investing Truths

Key lessons for retirement savers.

You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are learned when you begin saving for retirement, and others, you glean along the way. Read more

Blog

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy.

High net worth investors face investment challenges that some would consider unique to their financial status. Read more

News

Taylor Financial Group Wraps-Up Their Spring 2019 Community Workshop Tour After Educating Over 250 People

Franklin Lakes, NJ (June 2019)  Taylor Financial Group, LLC (TFG), a full service, woman-owned, financial advising and wealth management firm located in Franklin Lakes, NJ, continued to give back to their community Read more

Financial Advising, teaching children about money

Monthly Newsletters

Teaching Kids about Money in the Summer Months

Summer arrives – bees, picnics, nostalgia and the chaotic sound of kids everywhere. It’s enough to bring back memories of sweating behind a lawnmower or scrubbing grandpa’s car to get a few precious dollars to spend at the mall or the movies. Read more

weekly market commentary

Market Commentary

Weekly Market Commentary June 3, 2019

The S&P 500 plunged 2.6% last week as economic data remained soft and the Trump administration surprised investors by threatening tariffs on Mexico over immigration concerns, rather than trade negotiations. The global MSCI ACWI dropped 1.9% as international markets held up slightly better than the U.S. The Bloomberg BarCap Aggregate Bond Index soared 0.9% on worries tariffs and the associated uncertainty will push rates lower. Read more

Blog

The Week Ahead – Are your investment decisions based on evidence or emotion? Have you considered an Ira charitable rollover (aka QCD)?

If you want a tax break and want to help a nonprofit, this may be a good move.

Have you ever wanted to make a major charitable gift? Would you like a significant federal tax break in acknowledgment of that gift? If so, an IRA charitable rollover might be a good option.

Read more

Blog

Your Financial Strategy

Like a chess grandmaster, it’s worth thinking a few moves ahead.

Thinking about retirement might seem unpleasant. As you budget your monthly bills, you might feel as if you simply don’t have enough to handle both your day-to-day affairs and still save for the future. Read more