Debra Taylor Earns the 2023 Women’s Choice Award® for Providing Exemplary Financial Services to Women
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 Named Five Star Award Winner
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 Featured in the New York Times – Planning for Your Retirement, and for a Child’s Special Needs, All at Once – August 27, 2022
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 …
COVID’s Financial Toll Isn’t What You Think
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …
Emerging Financially Healthy After a Gray Divorce
By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.
Debra Taylor Receives the Women’s Choice Award® for Providing Exemplary Financial Services to Women
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 Named Five Star Award Winner for 2022
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 Virtual Keynote Address for Thrivent Financial on January 26, 2021
Debra Taylor presented the Keynote Address to 3,000 Thrivent Financial Advisors from her command center at home due to the COVID-19 outbreak.
Debra Taylor Receives the Women’s Choice Award® 2021 for Providing Exemplary Financial Services to Women
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, CPA/PFS, JD, CDFA, Wealth Advisor, Receives the 2021 Five Star Award® for Providing Outstanding Service
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.
