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Taylor Financial Group Wraps-Up Their Spring 2019 Community Workshop Tour After Educating Over 250 People

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Taylor Financial Group Wraps-Up Their Spring 2019 Community Workshop Tour After Educating Over 250 People

Franklin Lakes, NJ (June 2019)  Taylor Financial Group, LLC (TFG), a full service, woman-owned, financial advising and wealth management firm located in Franklin Lakes, NJ, continued to give back to their community

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Taylor Financial Group Featured In Ramsey Neighbors Magazine’s May 2019 Issue

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Taylor Financial Group Featured In Ramsey Neighbors Magazine’s May 2019 Issue

Check out Taylor Financial Group as the Featured Business in Ramsey Neighbor’s May 2019 Issue!

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Debra Taylor, CPA/PFS, JD, CDFA, Owner of Taylor Financial Group, receives the Women’s Choice Award® as a recommended Financial Advisor by Women for Women

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Debra Taylor, CPA/PFS, JD, CDFA, Owner of Taylor Financial Group, receives the Women’s Choice Award® as a recommended Financial Advisor by Women for Women

As the leading advocate for female consumers, WomenCertified Inc. is pleased to announce that Debra Taylor, CPA/PFS, JD, CDFA, Owner of Taylor Financial Group, has received the Women’s Choice Award for Financial Advisors and Firms based on rigorous research, and 17 objective criteria.

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CHECK OUT DEBBIE QUOTED IN THE NEW YORK TIMES ABOUT TAX REFUNDS ON APRIL 14, 2019

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CHECK OUT DEBBIE QUOTED IN THE NEW YORK TIMES ABOUT TAX REFUNDS ON APRIL 14, 2019

Conor Barnes, an accountant in New York, decided to stop telling her clients to “have a nice day” at the end of their meetings. Often she delivered news that had, in fact, ruined their day: They owed the government money, sometimes a painfully large amount.

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Check out Debbie quoted in Newsday regarding Mortgages and Retirement on March 31, 2019

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Check out Debbie quoted in Newsday regarding Mortgages and Retirement on March 31, 2019

There are all sorts of tenets about retirement. One of those that’s often touted is that you should pay off your mortgage before you retire. For sure, it makes sense, but there are always exceptions to the rule.

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Check out Debbie quoted in Bloomberg regarding New Jersey Millionaires’ Tax being a Double-Edged Sword for Bonds on March 5, 2019

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Check out Debbie quoted in Bloomberg regarding New Jersey Millionaires’ Tax being a Double-Edged Sword for Bonds on March 5, 2019

A millionaire tax is a Catch-22 for New Jersey’s bondholders. Taxing the rich at higher rates — which Governor Phil Murphy proposed Tuesday as part of his $38.6 billion budget — would likely boost demand for municipal bonds because the interest is exempt

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Check out Debbie quoted in Financial Technologies Forum on February 7, 2019

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Check out Debbie quoted in Financial Technologies Forum on February 7, 2019

Debbie Taylor was recently interviewed by Financial Technology Forum regarding the shake up on Wall Street.

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401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

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401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

Employer-sponsored retirement plans like 401(k)s offer a lot of savings, investment, and tax advantages, but you have to be paying attention to make the most of them. Some of the best tax strategies with retirement savings can be complex and require a good bit of planning, without which the strategy and benefits could be lost forever.

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Check Out Debbie Quoted in the Wall Street Journal About Target Maturity Bond Funds on February 4, 2019

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Check Out Debbie Quoted in the Wall Street Journal About Target Maturity Bond Funds on February 4, 2019

Despite their appeal to some, these funds do have critics. “I do not typically recommend target-maturity bond funds because their annual costs are significantly higher [than index bond funds] for a buy-and-hold investment, and there is a lack of flexibility,” says Debra Taylor, founder of Taylor Financial Group, a wealth-management firm in Franklin Lakes, N.J.

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Test Your Annuity Acuity: An Advanced True/False Quiz

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Test Your Annuity Acuity: An Advanced True/False Quiz

Despite wanting and needing more guaranteed income in retirement, many Americans are hesitant to purchase an annuity to provide that income. Some of this hesitancy is due to misconceptions around the products and how they can best be used to support a secure retirement.

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