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Am I saving enough for health care in retirement?

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Am I saving enough for health care in retirement?

Published by Taylor Financial Group Q. Dear Debbie: Am I saving enough for health care in retirement? A. This is a great question, and one that everyone should be asking themselves.

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When is the right time to start planning for our kids’ college?

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When is the right time to start planning for our kids’ college?

Published by Taylor Financial Group Q. Dear Debbie: When is the right time to start planning for our kids’ college? A. Actually, the answer is sooner than you probably think.

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Debra Taylor Attends Cetera Financial Group’s Wealth Management University

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Debra Taylor Attends Cetera Financial Group’s Wealth Management University

Semi-annual event serves as an intensive educational and networking opportunity for top advisors. Franklin Lakes, NJ — October 25, 2017 — Debra Taylor, Wealth Manager and Principal of Taylor Financial Group, recently attended Cetera Financial Group’s Wealth Management University in Austin, Texas with over 200 other attendees.  

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Debra Taylor Speaks at Konica Minolta on the  Importance of Investment Management

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Debra Taylor Speaks at Konica Minolta on the Importance of Investment Management

Franklin Lakes, NJ — October 13, 2017 — Debra Taylor of Taylor Financial Group spoke at the Konica Minolta headquarters in Ramsey, NJ on Wednesday, October 11th, as part of Konica Minolta’s Step Forward program, which was created to inspire women in professional excellence.  Step Forward, which launched in March 2015, has hosted many workshops, presentations and discussions, all with the mission to provide a forum for giving and receiving advice and support to women at all career levels.

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DEBRA TAYLOR PRESENTS AS THE KEYNOTE SPEAKER AT  ONESCO INSTITUTE 2017

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DEBRA TAYLOR PRESENTS AS THE KEYNOTE SPEAKER AT ONESCO INSTITUTE 2017

Franklin Lakes, NJ — September 12, 2017 — Debra Taylor of Taylor Financial Group recently attended the ONESCO Institute 2017 Conference from September 7th through 9th, where she was the keynote speaker.  The ONESCO Institute is an annual conference for industry professionals from around the country, who join together to hear from industry experts and participate in workshops to help them create the best possible client experience. 

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Debra Taylor is Featured in USA Today for Being Honored with the 2017 Women’s Choice Award

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Debra Taylor is Featured in USA Today for Being Honored with the 2017 Women’s Choice Award

Franklin Lakes, NJ – August 15, 2017 – USA Today featured Debbie Taylor as a Women’s Choice Award® winner in their July 25, 2017 issue.  Debbie has received the Women’s Choice Award for Financial Advisors for five consecutive years!  USA Today highlighted Debbie as an “advisor women can trust.”

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DEBRA TAYLOR ATTENDS AND PRESENTS AT HORSESMOUTH  WOMEN’S CONFERENCE IN WASHINGTON, D.C.

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DEBRA TAYLOR ATTENDS AND PRESENTS AT HORSESMOUTH WOMEN’S CONFERENCE IN WASHINGTON, D.C.

Franklin Lakes, NJ — June 30, 2017 — Debra Taylor, CPA/PFS, JD, Wealth Manager and Principal of Taylor Financial Group, recently attended and presented at a conference hosted by Horsesmouth on women’s issues in Social Security and Medicare.  The conference was held in Washington, D.C. on June 15th and 16th.

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DEBRA TAYLOR ATTENDS PEAK EXCELL CONFERENCE  AND CARSON INSTITUTIONAL ALLIANCE PARTNER SUMMIT

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DEBRA TAYLOR ATTENDS PEAK EXCELL CONFERENCE AND CARSON INSTITUTIONAL ALLIANCE PARTNER SUMMIT

Franklin Lakes, NJ — June 7, 2017 — Debra Taylor of Taylor Financial Group recently attended the Peak Excell Conference Spring 2017 and the annual Carson Institutional Alliance (CIA) Partner Summit, both of which were held simultaneously in Las Vegas, Nevada from May May 30th through June 2nd.  Industry professionals from around the country gathered to hear from various investment managers, industry leaders and motivational speakers about striving to create the best possible client experience and how to help create wealth for their clients. 

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Debra Taylor, CPA/PFS, JD receives the Women’s Choice Award® as highly recommended Financial Advisor by Women for Women

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Debra Taylor, CPA/PFS, JD receives the Women’s Choice Award® as highly recommended Financial Advisor by Women for Women

Franklin Lakes, NJ – April 11, 2017 – Women’s Choice Award® has announced that Debra Taylor of Taylor Financial Group has received the Women’s Choice Award for Financial Advisors for the fifth year in a row!

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Why doesn’t my portfolio have the same returns as the Dow?

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Why doesn’t my portfolio have the same returns as the Dow?

Published by Taylor Financial Group Q. Dear Debbie: Why doesn’t my portfolio have the same returns as the Dow? A. You may have noticed some recent gains in the market, including a recent surge in the Dow Jones Industrial Average. So, if you are wondering why the Dow’s performance is up nearly 6.2% year-to-date and hitting record highs, but your portfolio isn’t reflecting the same thing, the answer is simple.  Your portfolio does not look like the Dow.  Nor does the Standard & Poor’s 500 Index or the NASDAQ.  In fact, the exceptional performance of the Dow is due to...read the full article

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