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Sneak Peak: Watch a snip-it of Debbie’s last webinar: Tax, Investment and Retirement Planning (TIPS) for Changing Times

Videos

Sneak Peak: Watch a snip-it of Debbie’s last webinar: Tax, Investment and Retirement Planning (TIPS) for Changing Times

See below for a small clip of Debbie presenting her last webinar.    

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Changes to Taxes & Retirement Planning in 2020

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Changes to Taxes & Retirement Planning in 2020

This webinar was designed to cover all questions on the CARES Act, the current state of the markets and where do we go from here? Listen to Debbie and Rob provide tips and tricks on how best to deal with the current volatility we are experiencing. Click Here to Watch the Webinar

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Roth Planning Opportunities in 2020

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Roth Planning Opportunities in 2020

Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever. Click Here to Watch the...read the full article

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RMD Planning in 2020 After the CARES and SECURE Acts

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RMD Planning in 2020 After the CARES and SECURE Acts

Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together. Click Here to Watch the Webinar

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Quarterly Market Outlook: Q2 2020

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Quarterly Market Outlook: Q2 2020

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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Retirement Planning in 2020: Making the CARES Act Work for You

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Retirement Planning in 2020: Making the CARES Act Work for You

When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect. Click Here to Watch the Webinar

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

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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

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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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Everything Business Owners Need to Know About the CARES Act

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Everything Business Owners Need to Know About the CARES Act

These are unprecedented times to be a business owner, and the government has stepped in to provide support through the CARES Act. But navigating the complexities of the new law isn’t simple. Learn more in our “Everything Business Owners Need to Know About the CARES Act” webinar. Click Here to Watch the Webinar

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Debra Taylor – CARES Act message April 9th, 2020

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Debra Taylor – CARES Act message April 9th, 2020

Debra Taylor, CPA/PFS, JD, CDFA, Wealth Manager and Founder of Taylor Financial Group, speaks about the CARES Act and shares a special message with her clients on how to move forward.

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