Jobs Market Shatters Expectations, Housing Prices on the Rise
Published by The Carson Group, LLC
The U.S. jobs market roared back to life in March. The economy added or reclaimed 916,000 jobs, shattering expectations of a 150,000 increase. Workers being recalled or hired to fill openings at restaurants and bars contributed 176,000 jobs to March’s gains. Previous months were revised higher by 156,000….Read More
JOIN US FOR AN EXCLUSIVE CLIENT ONLY WEBINAR!
Master your Retirement
Six Key Actions to Take to Secure the Retirement You Want
Thursday, May 6th at 4:15 pm EST
Here’s what Debbie will address:
1. 6 things you can do to prepare for Retirement
2. The three core characteristics of an ideal Retirement Portfolio
3. How to make sure your retirement accounts are on track
4. Are you paying too much in taxes? Is your retirement plan tax-efficient?
5. How to protect your Retirement Nest Egg against longevity risk, inflation risk, and market risk
Deduct Expenses for Long-Term Care on Your Tax Return
Kiplinger Article Provided by Taylor Financial Group, LLC
The staggering costs of long-term care can wreak havoc on your retirement savings. According to the U.S. Department of Health and Human Services, about 27% of Americans turning 65 this year will incur at least $100,000 in long-term-care costs, while nearly 18% will require care costing more than $250,000. That’s a hard pill for most seniors to swallow…..Read More
Social Security Basics: 12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits
Kiplinger Article Provided by Taylor Financial Group, LLC
For many Americans, Social Security benefits are the bedrock of retirement income. Maximizing that stream of income is critical to funding your retirement dreams. The rules for claiming Social Security benefits can be complex, but this guide will help you wade through the details….Read More
Medicare Basics: 11 Things You Need to Know
Kiplinger Article Provided by Taylor Financial Group, LLC
Heading into retirement brings a slew of new topics to grapple with, and one of the most maddening may be Medicare. Figuring out when to enroll in Medicare and which parts to enroll in can be daunting even for the savviest retirees. There’s Part A, Part B, Part D, Medigap plans, Medicare Advantage plans and so on. And what the heck is a doughnut hole, anyway?… Read More
COVID-19 HEALTH AND WELLNESS
Can Vaccine Passports Kickstart The Economy?
The Economist Films Provided by Taylor Financial Group, LLC
Vaccine passports are likely to become a feature of everyday life as lockdowns are lifted across the world… Listen Here
Why Testing Still Matters!
The New York Times Article provided by Taylor Financial Group, LLC
With case numbers still high, coronavirus testing remains essential, experts say, but the goals and approach will change as vaccines roll out…. Read More
DID YOU MISS YOUR EXCLUSIVE CONVERSATION WITH DR. BEN BERNANKE
On March 18th, our clients had the opportunity to sit on an exclusive conversation with Former Federal Reserve Chair, Dr. Ben Bernanke. If you’d like to watch the conversation again, or if you were unable to join us, the replay is available for you to view until April 18, 2021.
To access the replay
If you registered in advance: Please use the event link in your registration confirmation email.
If you did not register: Use this link to register and watch the presentation.
LAST WEEK WITH THE TFG TEAM
We Celebrated Rob Taylor’s Birthday by having snacks and playing cards!
Happy Birthday, Rob!
We welcomed Trevor Hodges, our new Director of Operations!
We held our Open to All Webinar “First Quarter of 2021 Review and a Look at the Year ahead!”
“The happiness of your life depends upon the quality of
your thoughts.”
-Marcus Aurelius
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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™ Dear Friends, A historically weak quarter, six months, and year for both stocks & bonds, is now behind us. With stocks and bonds both showing weakness, even a well balanced portfolio didn’t stand a chance for positive returns. As most of …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, There is a lot of pessimism in the markets right now. We know the list of concerns is long and includes an aggressive Federal Reserve agenda with a not-so-soft approach to a soft landing. Stagflation, ongoing China lockdowns, disrupted suppl …
By Debra Taylor, CPA/PFS, JD, CDFA™ ear Friends, Summer is finally here, but 2022 is still shaping up to be one of the worst years for investors ever. That’s the bad news. The good news is, the year isn’t over and we have several reasons why we believe the bulls shouldn’t throw in th …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, The S&P 500 is in a bear market, after closing on Monday, June 13th, with a greater than 20% decline from its recent peak. A look back at past bear markets shows that there is good news and bad news once the large-cap index has cr …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, Stocks rallied hard the week of May 31st, as the S&P 500 Index broke a seven-week losing streak in resounding fashion. That strong week was followed by last week’s losses, creating a see-saw effect that has everyone wonderin …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, After a late-month rally, we can say goodbye to the month of May, which now opens the door to June. Here’s the bad news, June is historically a weak month and it is actually the worst month of the year during a midterm year, down 1.8% …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, It has been a historically bad year so far for stocks. However, the S&P 500 Index rose 6% last week, a welcome relief to all. With lots of “market chatter,” we wanted to discuss Six Things to know regarding bear market …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, When the markets correct, it can be confusing and even frustrating. There are, however, opportunities in every market, if you move boldly and with thought. With that being said, below we review the Nine Key Opportunities that could be …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, With the S&P 500 Index in correction territory (down more than 10% from the previous peak) investor anxiety levels are understandably elevated. The market faces a number of threats, including inflation, a hawkish Federal Reserve, …