Insights

Caroline Taylor, director of wealth strategies in Carson Wealth’s Franklin Lakes office, was one of three financial advisors under 40 featured in a recent InvestmentNews article. The story, “How young advisors are navigating today’s market turbulence,” highlighted insights from each advisor …

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 …

Even though tax filing season is well underway, there’s still time to make a regular IRA contribution for 2023. You have until your tax return due date (not including extensions) to contribute up to $6,500 for 2023 ($7,500 if you were age 50 or older on or before December 31, 2023). F …

We would like to keep you informed as to the estimated availability dates for the tax year 2023 tax forms. Timing of Available Tax Documentation for Charles Schwab Accounts Given the information below, we recommend you provide 1099s to your accountants no earlier than the 1st Correction Cyc …

As we navigate through the ever-evolving financial landscape, the importance of robust and proactive family financial planning cannot be overstated. We understand that every “family” looks different and that each family’s financial journey is unique. We are committed to pr …

When you reach RMD age, the IRS instructs you to start making withdrawals from your Traditional IRA(s). These withdrawals are also called Required Minimum Distributions (RMDs). For some of you, 2024 may be the first year you are taking an RMD (those of you who are turning age 73). You will …

We’re excited to present the newest issue of our Women’s Quarterly Newsletter, a vibrant collection of insights, events, and stories tailored for women. In this newsletter, you’ll discover “5 Surprising Facts About Women Investors” that may change the way you t …

With the New Year here, it’s a good time to reflect on the past year—and create goals for this year. But whether or not you believe in setting New Year’s resolutions, it’s a good idea to review your finances and make sure they’re in good shape. See attached for the f …

Twenty-five years ago, I’m not sure that I envisioned sitting down to write a blog post about celebrating Taylor Financial Group’s silver anniversary – and not just because blogging wasn’t a huge thing back then, but also because I knew what a big deal it would be to someday celebrate 25 ye …

Dear Friends, If you’re a married woman, it’s important to consider the fact that 80% of wives will outlive their spouses, which means wives need to plan for the possibility of being widowed. Unfortunately, the tax code is not favorable to widows, and it’s important to edu …

Dear Friends, Retirement is something that many of us dream about for a good portion of our working lives. It’s important to remember that this period can last anywhere from 10 to 30 years and will likely come with some unique challenges along the way. Here at Taylor Financial, it’s o …

Dear Friends, It is often said that earnings drive long-term stock market returns. This is why investors pay such close attention to corporate earnings announcements. The ongoing economic uncertainty, high inflation, slower growth, and banking crisis make it even more vital to focus on earn …

Dear Friends, The federal debt limit is once again in the news as the country rapidly approaches a critical deadline on June 1. Investors are understandably nervous about Washington failing to reach an agreement, a possibility that both sides agree would be a self-inflicted catastrophe. Whi …

Dear Friends, Do you ever wonder if having a financial plan is necessary when you have plenty of money? Some wealthy investors think that way, but in reality, having a financial plan is crucial. Here are some key points to keep in mind: 1. Medical and long-term-care costs take their toll: E …

WomenCertified Inc., home of the Women’s Choice Award, identifies Financial Advisors based on rigorous research focused on 17 points of objective criteria, in addition to references of validation from the advisor’s peers and/or superiors. As such, Debra Taylor, Founder, Wealth Advisor, Lead …

Debra Taylor was named a Five Star award winner for 2023 in September 2022. By earning this honor, Debra has shown an outstanding commitment to clients.

Debra Taylor, CPA/PFS, JD, CDFA™ Rachel Nagler, 39, has worked part time since she was 22, but she will never be financially independent, according to her father. She is legally blind with a seizure disorder and mild cognitive impairment, the result of birth trauma. For her parents, Sam and …

By Debra Taylor, CPA/PFS, JD, CDFA™ Investors cheered as the The S&P 500 was up >12.5% the past month.  Previous big months have usually lead to better than average returns. Yes, during the tech bubble burst this didn’t work, but most other times the past 60 years have been rat …

By Debra Taylor, CPA/PFS, JD, CDFA™ Goldman Sachs recently held their Semi‐Annual Roundtable for a select group of financial advisors, providing us full access to the insights and thoughts of their top Portfolio Managers and Economists. Here are the 7 biggest takeaways from our discussions:

Franklin Lakes, NJ– WomenCertified Inc., home of the Women’s Choice Award identifies Financial Advisors and Firms based on rigorous research focused on 17 points of objective criteria, in addition to references of validation from the advisor’s peers and/or superiors. As such, it is an …

Debra Taylor was named a Five Star award winner for 2022 in November 2021. By earning this honor, Debra has shown an outstanding commitment to clients. As such, it is an honor to announce that Debra Taylor, CPA/PFS, JD, CDFA, Lead Wealth Advisor has earned the 2022 Five Star Wealth Manager …

Debra Taylor presented the Keynote Address to 3,000 Thrivent Financial Advisors from her command center at home due to the COVID-19 outbreak.

WomenCertified Inc., home of the Women’s Choice Award identifies Financial Advisors and Firms based on rigorous research focused on 17 points of objective criteria, in addition to references of validation from the advisor’s peers and/or superiors. As such, it is an honor to announce that De …

Debra Taylor was named a Five Star award winner for 2021 in December 2020. By earning this honor, Debra has shown an outstanding commitment to clients.

Financial advisors who have long relied on regular client communications to drive their businesses are stepping up their game to proactively reach out to customers during these uncertain times. Largely unable to meet with consumers face-to-face, firms are making more frequent use of the tel …

Debra Taylor presented the Keynote Address to 1,500 Thrivent Financial Advisors

Debbie Taylor’s 2020 Five Star Wealth Manager Award will be featured in The Wall Street Journal in a special section on February 26th, 2020. Debbie was named a Five Star award winner in January of 2020. By earning this honor, Debbie has shown an outstanding commitment to clients. As such, i …

In theory, the swiftly disappearing yields on municipal bonds should be deterring the little buyers like Greg Fazakerley who dominate the $3.8 trillion market.

WomenCertified Inc., home of the Women’s Choice Award identifies Financial Advisors and Firms based on rigorous research focused on 17 points of objective criteria, in addition to references of validation from the advisor’s peers and/or superiors. As such, it is an honor to announce that De …

Are you a millennial thinking about settling down and buying your first home? Saving for the 20% down payment can be overwhelming – for many of us, it’s tough to know where to begin!

Debbie Taylor presented the Keynote Address to 1,200 Thrivent Financial Advisors

Leslie Thompson offered several actionable tips on building an emergency fund to Jill Cornfield of CNBC.com, beginning with reducing debt and then establishing long term savings.

Shel Silverstein’s iconic 1964 picture book The Giving Tree: Terrific as an allegorical story, but terrible as retirement advice. (For those who aren’t familiar, the tree gives and gives to the boy until it’s just a stump.)

Shel Silverstein’s iconic 1964 picture book The Giving Tree: Terrific as an allegorical story, but terrible as retirement advice. (For those who aren’t familiar, the tree gives and gives to the boy until it’s just a stump.)

Everyone should have a financial plan. Find out why!