Posted on October 15, 2019
On this episode we talk all things relationships: marriage, divorce, custody etc. Peter Cedeno deals with a lot of divorcing couples where the main concerns are the assets and the children. All of these issues are highly sensitive to those involved and the approach to these situations must …
Posted on October 14, 2019
Today, Debbie gets into retirement and IRA planning. When you’re 70 1/2 you will need to know about: RMD’s QCD’s Step Up in Basis Gifting SECURE Act And much more!
Posted on September 26, 2019
Debra Taylor speaks about how she makes a difference in the lives of her clients in this short video below. Have a question about financial planning in Ramsey, New Jersey? Click here to schedule your complimentary 20-minute phone call now!
Posted on September 26, 2019
Debra Taylor, CPA/PFS, JD, CDFA, Wealth Manager and Founder of Taylor Financial Group, speaks about her personal and professional journey to the business of Financial Planning and Wealth Management.
Posted on September 18, 2019
For most people the tax change did not have much effect. Now with a limited standard deduction, clumping together your expenses for each year will help you reach your standard deduction from charitable contributions to medical expenses.
Posted on September 17, 2019
Estate planning is much more than you think. Making sure your documents are up to date is crucial. Things to consider: Beneficiary Designation The Will What is part of an estate plan? Taxes?