Videos

How to Optimize Social Security

Optimizing your Social Security benefits can have a big impact on your quality of life in retirement.   Carson’s Senior Wealth Planner Ryan Yamada hosted the webinar How to Optimize Social Security, which is now available on-demand. 
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Different Investment Vehicles

In this clip from Debbie’s presentation at the Konica Minolta Headquarters, Debbie discusses different investment vehicles. 

Maxing Out Your 401(k)

In this clip from Debbie’s presentation at the Konica Minolta Headquarters, Debbie discusses how to max out your 401(k). 

Our Commitment to Women

Debbie has a keen understanding of women’s unique needs and she has a passion for educating and empowering women to take control of their future.

Retirement Phase

In this clip from Debbie’s presentation at the Konica Minolta Headquarters, Debbie discusses the retirement phase.

Various Asset Classes

Published by Taylor Financial Group Debbie discusses how various asset classes can affect your portfolio in this short clip from her presentation at the Konica Minolta Headquarters.

Bucket Strategy

Published by Taylor Financial Group Debbie explains the bucket strategy in this short clip from her presentation at the Konica Minolta headquarters.
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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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