Thank You For Your Interest In Taylor Financial Group
Posted on September 10, 2020
Debbie Taylor thanks you for your interest in Taylor Financial Group.
Videos
Debra Taylor – Important Client Message On the Coronavirus
Posted on March 18, 2020
Debra Taylor, CPA/PFS, JD, CDFA, Wealth Manager and Founder of Taylor Financial Group, speaks about the impacts of the coronavirus and shares a special message with her clients on how to move forward.
December 3, 2019: Wealth Matters: “6 Ways to Diversify Your Portfolio”
Posted on January 6, 2020
Debbie offers advice on ways to diversify your portfolio. Start the new year right! For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.
October 28, 2019: Wealth Matters: “10 Year End Finance and Tax Tips”
Posted on November 4, 2019
Can you believe it’s already that time? Neither can we! Now is the time to examine your financial health and update your financial plans. Debbie offers advice on some important things to review that might make a difference in your year-end review and plans for next year. For a compreh …
October 21, 2019: Wealth Matters: “6 Things to Do When Approaching Retirement”
Posted on November 4, 2019
Today, Debbie gets into all things about investing and wealth. Listen for tips on how to avoid the retirement tax time bomb and keep your money in retirement. For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks …
October 14, 2019: Wealth Matters: “8 Legitimate Tax Loopholes You May Be Missing”
Posted on October 17, 2019
Today, we talk about taxes and retirement accounts and the relationship between the two. How do taxes affect different retirement accounts like a 401(k) vs a Roth 401(k) and a Traditional IRA vs. a Roth IRA? Listen now to learn more about what you can do to minimize your tax payout. For a c …
Downloadable Resource
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.
Download Now!