Insights

Passing of SECURE Act 2.0 Pushes Back RMD Age (and other items to note)! On December 29, 2022, President Biden signed the SECURE 2.0 Act of 2022 (“SECURE 2.0”) as part of the Consolidated Appropriations Act of 2023. The law includes a provision that increases the starting age for RMDs to 73 …

As the year draws to a close, it’s crucial to review your tax situation with the goal of identifying applicable tax-planning strategies. As a part of our annual service calendar to clients, TFG takes the time to review your portfolio and recommend many of these strategies if they are applic …

Embracing Her Legacy: Join Us in Celebrating Women’s History Month! March is a time to honor the contributions and remarkable achievements of women throughout history. Let’s celebrate this month with gratitude and a commitment to amplifying the voices and stories of women everyw …

By Dominique Vitalis, Senior Client Service Associate  What a rebound in 2023 from the most unloved market ever!  Market performance in 2023 marked a clear departure from 2022, with several asset classes performing significantly better than they did in 2022 and well above most expectations. …

To all who joined us at our 25th Anniversary event with Chief Market Strategist at Carson Wealth, Ryan Detrick, we want to express our heartfelt thanks for your participation. And for those who couldn’t make it, we hope the summary we include below brings you up to speed and provides …

If you turned 65 in 2023 (or are going to be 65 in 2024) and you haven’t started Social Security yet, now’s the time to apply for Medicare. Medicare has an open enrollment period each year from January 1 to March 31. If you apply for Medicare during this time, your benefits take …

Start the New Year off right and get your finances under control! Stop neglecting your 401(k) and let Taylor Financial Group help manage it for you. Your 401(k) or 403(b) is likely one of your most significant sources of retirement income, but retirement accounts can be among the most confu …