Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you hav …
We’ve heard the candidates’ positions on several issues during the period leading up to the 2016 Election, and with his win Tuesday night, we’ll be keeping a keen eye on whether President-Elect Trump makes progress on his proposals, especially considering the GOP maintained its majority in …
Published by Taylor Financial Group This week, we have a little bit more to say than usual. But for good reason! Now that the end of 2016 is quickly approaching, it is important to make sure you are doing everything you can to maximize your “cash in pocket,” which includes red …
Published by Taylor Financial Group We have always known that being a great financial advisor means going far above and beyond just selecting investments and building portfolios.
Published by Taylor Financial Group Media Contact: Melinda Lugo Email: [email protected] DEBRA TAYLOR ATTENDS 2016 EMONEY ADVISOR SUMMIT
Published By: Ron Carson | @rchusker In business, what gets measured gets done. That is why so many businesses set up key performance indicators (KPIs). So why did creating sales targets go so wrong for Wells Fargo, bring down CEO John Stumpf and lead to the bank’s $190 million settlement i …
It’s been a couple of years since I last wrote about the need to review and update your estate plan. A lot can happen in only a couple of years – marriage, purchase of a new home, the birth of a child. My particular situation involves two out of the three life events listed above. …
