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.

October 28, 2019: Wealth Matters: “10 Year End Finance and Tax Tips”

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 …

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 …

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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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