$70M AUM Advisor Beth Walker Joins Carson Wealth
Beth Walker, an advisor who has specialized in financial strategies for families with college-bound children and author of Never Pay Retail for College, today announced her decision to affiliate as a Carson Wealth office.
Breaking Down The Basics Of HSAs
Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.
Busting Three Half-Truths About Reverse Mortgages
A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.
How to Get Investors to Save More for Retirement? Perhaps by Saying Hello to Their Future Self
The number of Americans prepared to meet their basic expenses in retirement has drastically declined in the last 20 years, according to research published by Boston College.
Breaking Down The Complex World Of Social Security Spousal Benefits
Social Security is part of the bedrock of retirement security in the United States. For one-third of all retirees, Social Security represents nearly all of their retirement income. For two-thirds of retirees, Social Security makes up more than half of their retirement income. Overall, Socia …
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
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!
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.
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.
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.
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
