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The Week Ahead: January 19th,2021:3 Investment Themes To Watch For In 2021, Find Out What A Blue Waves Means For Your Investments and Register Below For Our NEW Webinars, all this and more in The Week Ahead!

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The Week Ahead: January 19th,2021:3 Investment Themes To Watch For In 2021, Find Out What A Blue Waves Means For Your Investments and Register Below For Our NEW Webinars, all this and more in The Week Ahead!

The Week Ahead Your Weekly News and Updates January 19th, 2021

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The Week Ahead: January 4th,2021: Register for our upcoming webinar, Stimulus Check Update, COVID-19 update, all this and more in The Week Ahead!

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The Week Ahead: January 4th,2021: Register for our upcoming webinar, Stimulus Check Update, COVID-19 update, all this and more in The Week Ahead!

The Week Ahead Your Weekly News and Updates January 4th, 2021

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January 2021: The Client Connection

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January 2021: The Client Connection

January 2021 The Client Connection From the Desk of Debbie… Happy New Year! The New Year brings resolutions, goals, and new ideas at TFG. As you also know, we are constantly looking for innovative ways to service our clients. With that in mind, we wanted to share our market thoughts and some of our newest initiatives for 2021. Equity Markets 2020 was an extraordinary year for equity markets. The S&P 500 (and most market indexes) finished positively despite the S&P 500 Index losing approximately 33% from late February through March during the initial panic resulting from the Pandemic. Technology was...read the full article

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2020 Our Year in Review

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2020 Our Year in Review

OUR BEST OF 2020 The year 2020 was a year unlike any other Just weeks into the year, COVID-19 upended life as we knew it, but we are hopefully starting to heal…     Thanks for Sticking Around! We are Thrilled to Have You! At Taylor Financial Group, our sole focus is on our clients and providing an amazing client experience to all of you. Indeed, we are proud to say that in 2020 we had 100% customer retention. More than 43% of our clients have been with us for more than 10 years. And many of you have been with us...read the full article

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17 Things You Need to Know About the New Stimulus Package

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17 Things You Need to Know About the New Stimulus Package

Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.

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How to Make Sense of Retirement and Estate Finance

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How to Make Sense of Retirement and Estate Finance

Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

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8 Things We Learned From Our 2020 Client Advisory Board

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8 Things We Learned From Our 2020 Client Advisory Board

Last week, Taylor Financial Group hosted our annual Client Advisory Board Meeting – Virtually this year!   As you probably know by now, every year we hold our Client Advisory Board (CAB) meeting , where we discuss all things Taylor Financial Group – where we’ve been, what we’ve been doing, and how we can create the best possible experience for our clients!  This year we had the pleasure of having our veteran clients join us, as well as some new ones.   What have we been up to? Glad you asked!  We have replaced our in-person workshops with monthly virtual webinars...read the full article

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Estate Planning for the Family Farm and Your Legacy

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Estate Planning for the Family Farm and Your Legacy

As a financial advisor who’s spent her career in the midwest, I’ve worked with more farm families than I can count. From buying new expensive equipment to riding out the drought years, there can be millions in play even on small family operations. Estate planning – splitting up the land between the kids – can be one of the most complex parts of the journey.

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WEBINAR INVITE: 20 Year End Financial Planning and Tax Tips For 2020

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WEBINAR INVITE: 20 Year End Financial Planning and Tax Tips For 2020

Are you nervous about your retirement distributions? Are you nervous about your income tax bracket?

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CALLING ALL CLIENTS! Post Election Strategies: How to Protect Your Wealth and What to Watch on Main Street, Wall Street and in Washington, D.C.

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CALLING ALL CLIENTS! Post Election Strategies: How to Protect Your Wealth and What to Watch on Main Street, Wall Street and in Washington, D.C.

Are you thinking about your retirement and how this election will impact you, your family and your wealth? If you have questions about the market and how to manage through 2020 and 2021, Debra Taylor has the key facts you need to know before making decisions.

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