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 …
Published by Debra Taylor, CPA/PFS, JD, CDFA | August 01, 2016 The Fed has been talking about raising interest rates for the last few years, yet only one rate hike has actually come to pass (0.25% increase in December of 2015).
Published by Debra Taylor, CPA/PFS, JD, CDFA | July 20, 2016 m always planning something! If you are like me, one of your favorite past times is planning your next vacation.
Published by Debra Taylor, CPA/PFS, CDFA, JD | June 27, 2016 I had the great pleasure to attend the Annual Valley Hospital Auxiliary luncheon last week, where we heard from Ali Stoker, actress and Star of the television show “Glee.”
Published by Debra Taylor, CPA/PFS, CDFA, JD | June 20, 2016 Last week, my daughter Caroline graduated from high school. I can’t believe it! What an exciting and emotional time!
Published by Debra Taylor, CPA/PFS, CDFA, JD | June 13, 2016 Two weeks ago I had the good fortune of attending the 2016 Excel Conference in sunny Arizona.
Published by Debra Taylor, CPA/PFS, CDFA, JD | May 29, 2016 Do you know what stage of the market we are currently in and what that means for your investment portfolio? Do you know what it means to be in the “Mature Stage” of the business cycle? These questions are on our mind …
