Webinars

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CARES Act Summarized

As the stock market hit its lowest returns since the 2008 Financial Crisis, the government stepped in in an attempt to boost the economy.

Basic Strategies for Retirement

Are you ready for retirement? Do you have a plan in place? Have you made any investments that are relatively certain to fund you in your advanced years? When it comes to investment strategies for retirement, most people could use a little assistance – particularly when you consider the curr …

The Week Ahead – March 23, 2020 Did you listen in on the Coffee Chat?

We understand how daunting this time is for the world and we are trying to provide you with helpful information during this time. Let us know if there is anything we can do to help you or your family. Last week, Debbie and Rob Taylor hosted a one hour virtual Coffee Chat for all clients …

The Client Connection – March 2020

The news about the spreading Coronavirus has indeed been scary and unsettling over the last two weeks or so. We have reached out to many of you, but our thoughts continue to evolve as we discover (and digest) new facts. Here are our brief thoughts to the questions that are on all of our min …

WealthMatch Client Portal – Your Virtual Tool!

Taylor Financial Group Virtual Tools At this time, we are taking advantage of the many online interactive tools we have been using for years with our clients (such as GoToMeeting) that we use frequently. We have found these tools to be very convenient as it allows us to meet “face to face,” …

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