Navigating Medicare can be a daunting task, especially with the numerous plans and options available. However, choosing the right Medicare plan is crucial to ensure that you have the coverage you need as you move into retirement. Whether you’re enrolling for the first time or consider …
Franklin Lakes — Debra Taylor of Taylor Financial Group was again honored with the Women’s Choice Award for Financial Advisors and Firms and was featured in USA Today, spotlighting her commitment to her female and couple clients.
Debra Taylor, CPA/PFS, JD, CDFA, an independent financial advisor affiliated with LPL Financial at Taylor Financial Group in Franklin Lakes, has once again been recognized as a top advisor and admitted into the LPL Chairman’s Club.
Q. Dear Debbie, I converted my Roth IRA to a Traditional IRA in 2015 and the value has now fallen. Is there any way for me to avoid paying taxes on the conversion?
Franklin Lakes — Debra Taylor of Taylor Financial Group, an independent wealth management firm, attended LPL Financial’s Private Wealth Symposium at St. Regis Monarch Beach in Dana Point, Calif., from May 2-4.
Q. Dear Debbie, Are market pullbacks normal?
Q. Dear Debbie, The market has been so volatile the last couple of months, should I be selling some of my portfolio?
