Videos

Debra Taylor – Radio Interview “Our Town” – April 8th, 2020

Debra Taylor, CPA/PFS, JD, CDFA, Wealth Manager and Founder of Taylor Financial Group, was interviewed about the recently passed stimulus bill effecting all of us around the country. She discusses her thoughts on it and how we can all benefit from it in the coming months.

August 5, 2019: Wealth Matters: “4 Stages of Retirement “

Many people start planning for retirement too late. Planning for retirement no matter how young is important an nothing but beneficial. You need a plan that takes into account future taxes and distributions. Your distribution amounts will vary depending on the type of retirement account you …

Industry Changes: Investment News Interview

Watch this video to hear Debbie Taylor and Matt Ackerman of Investment News on how the financial services industry has changed and what Taylor Financial Group has done to succeed.

Serving Women

We advise affluent women who are seeking guidance or are experiencing life transitions. Watch this video to learn more.

What Makes Us Different

Hear Debra Taylor explain why the right partner – Taylor Financial Group – can make all the difference.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

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.

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