Category: Weekly Newsletters
The Week Ahead: July 7, 2020: Find Out How And When To File Your Taxes and Take RMD’s This Year, View Our COVID-19 Updates and Register For Our Upcoming Prospective Client Webinar On Thursday, July 23 at 4:15pm…all this and more in The Week Ahead!
The Week Ahead Your Weekly News and Updates July 7, 2020 It’s going to be quite a while before anyone sees “Hamilton” onstage again. But there’s now another option: Disney Plus started streaming a filmed version of the stage production on July 3.Read More
The Week Ahead: June 29, 2020: Register For Our Exclusive (Client Only) Goldman Sachs Webinar with Market Updates and Find Out How Safe It Really Is to Eat Out Again …all this and more in The Week Ahead!
The Week Ahead Your Weekly News and Updates June 29, 2020 Friday, July 3rd, Taylor Financial Group will be closed in observance of the Independence Day Holiday.Read More
The Week Ahead: June 22, 2020: Candice Tse From Goldman Sachs Will Be Joining Us For A Special Client Only Webinar! Register Below!…all this and more in The Week Ahead!
The Week Ahead Your Weekly News and Updates June 22, 2020 Taylor Financial Group, LLC hopes you had a Happy Father’s Day! “The quality of a father can be seen in the goals, dreams and aspirations he sets not only for himself, but for his family.” – Reed MarkhamRead More
The Week Ahead: June 15, 2020, The Tax Filing Deadline Is One Month From Today – Are You Ready? Also, Gain Some Valuable Insight On How To Avoid COVID-19 Without Spoiling Your Summer …all this and more in The Week Ahead!
The Week Ahead Your Weekly News and Updates June 15, 2020 EXCLUSIVE CLIENT ONLY WEBINAR: THURSDAY, JULY 2, 2020 AT 12:30PM! Exclusive Client ONLY Event:Read More
The Week Ahead: June 8, 2020, Download Our Webinar: 20 Financial Tips for 2020 Powerpoint and How To Be Safe From COVID-19 While Shopping…all this and more in The Week Ahead!
The Week Ahead Your Weekly News and Updates June 8, 2020 I cannot remember a time when I’ve seen such a widespread disparity between what is happening in the economy and what is happening in the stock market.Read More
The Week Ahead: June 1, 2020, Hear Debbie Share Her Weekly Market Update, Check out our Special Roth IRA Contribution Announcement, and Find Out Which Summer Activities Will Be Safe …all this and more in The Week Ahead!
The Tax Gotchas at the Four Stages of Retirement (Including the SECURE Act) Most couples think that, by moving into retirement, the hard work is done. But the federal government ensures that’s never the case! There are plenty of tricky tax rules and regulations that make handling finances in retirement a burden, and not knowing them can eventually cost millions of dollars both you and your children.Read More
Are you worried about your financial future? Are you thinking about your retirement and how this volatile economy will impact you and your family? If you, your friends and family are overwhelmed by the current state of the market and economy, Debra Taylor has the key facts you need to know before making decisions. Click on the video where Debra explains what you can learn in the workshop then click the button below to register! Click here to register!Read More
The Week Ahead: May 11, 2020, Listen in on Debbie’s radio interview on the CARES Act and Our New Retirement Rules Card will help you navigate through the SECURE Act…all this and more in The Week Ahead!
Let’s not forget about the SECURE Act! With the Coronavirus at the front of everyone’s minds, the major retirement changes brought by the SECURE Act at the end of 2019 have been pushed aside.Read More
The Week Ahead – May 4, 2020, Missed our “First Friday” Coffee Chat? No Worries! Access the Replay below and Debbie’s 5 Tax Must-Do’s in a Down Market…all this and more in The Week Ahead!
It is so captivating to watch the market action (quickest peak to trough in history, 20 day bear market), that it is easy to forget the forest when you are in the weeds. But, remember the forest we must. So, drag yourself from the headlines, and review the following items and start to perform these high value activities.Read More
The Week Ahead – April 27, 2020 Invite your friends to our upcoming Coffee Chats, 4 Financial Planning Must-Do’s in a Down Market and The Road to Recovery …all this and more in The Week Ahead!
It is probably best just to accept that both our lives and the economy will remain constrained by the pandemic into 2021 and look forward to better times thereafter. The sooner we accept that we are stuck on a long and unfamiliar road, the sooner we can consider what this new landscape means for investment choices. Last week, the CDC outlined three phases for a return to normality.Read More