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Taylor Finanacial Group, LLC Announcement

Blog

July 17, 2019, The New SECURE Act Could Hurt Your Retirement Accounts

Written by Taylor Financial Group, LLC Greetings, I hope you are enjoying your summer! On May 23rd, 2019, The House of Representatives passed legislation that would make significant changes to retirement accounts.

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Blog

The Week Ahead – July 15, 2019: Insurance When You’re Young and Single

Coverage can be a great comfort, even in youth. The transition to adulthood is an exciting new stage that marks true independence.

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Videos

Quarterly Market Outlook: Q3 2019

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Market Commentary

Weekly Market Commentary – July 15, 2019

The S&P 500 continued its steady climb and ended the week at a new record high. Investors remain confident the Federal Reserve will lower rates at its meeting in late July. The S&P 500 climbed 0.8% for the week. The MSCI ACWI gained 0.2%.

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Woman using her flexibility to stretch arms while in a split

Blog

July 15, 2019, 3 Options to Consider Before “Stretch” IRAs Die Out

Written by Taylor Financial Group, LLC  Where did the flexibility go in ‘Stretch’ IRAs? Buried within the SECURE Act’s many benefits for retirement planners lies one of its pitfalls. A new provision that could limit the “stretchability” of an Inherited IRA to a ten-year distribution.

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Traditional IRA, Roth IRA, tax/taxes/taxable

Blog

Should you invest in a Roth or Traditional IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

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Blog

The Week Ahead – July 9, 2019: Taking a Loan from Your Retirement Plan = Bad Idea

Why you should refrain from making this move.  Thinking about borrowing money from your 401(k), 403(b), or 457 account? Think twice about that

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Blog

July 8, 2019, The New Abnormal

Written by Taylor Financial Group, LLC Dr. David Kelly, Chief Global Strategist of J.P. Morgan Asset Management, recently shared his economic outlook with us after the Federal Reserve’s meeting on June 19th, 2019.

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forbes

News

Busting Three Half-Truths About Reverse Mortgages

A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.

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weekly market commentary

Market Commentary

Weekly Market Commentary – July 8, 2019

The S&P 500 continued its very strong performance this year and reached a new high Wednesday before inching lower on Friday. The strong employment report on Friday pushed markets slightly lower by reducing the number of expected interest-rate cuts by the Federal Reserve. The S&P 500 climbed 1.7% for the week. The MSCI ACWI gained 1.2%. The Bloomberg BarCap Aggregate Bond Index slipped 0.1% as yield rose in response to the jobs data.

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