Get Ready for the Election Did you hear there’s an election tomorrow? Yes, we are finally there. As we discussed in detail last week, while of course the election matters, historically who is in the White House hasn’t mattered as much to investors as you might think. If the economy remains …
Dear Friends, If you’re a married woman, it’s important to consider the fact that 80% of wives will outlive their spouses, which means wives need to plan for the possibility of being widowed. Unfortunately, the tax code is not favorable to widows, and it’s important to edu …
Dear Friends, Retirement is something that many of us dream about for a good portion of our working lives. It’s important to remember that this period can last anywhere from 10 to 30 years and will likely come with some unique challenges along the way. Here at Taylor Financial, it’s o …
The Dow Jones Industrial Average celebrated a birthday last week. The Dow began trading on May 26, 1896, and what a ride it has been. The Dow has weathered depressions, recessions, two 100-year pandemics, wars, famines, inflation, deflation, and many more challenges. However, through good t …
Sarah Duey I once had clients with only one daughter. They created a living trust for only their grandchild without ever telling their daughter why. As the trustees, we worked with this daughter, because her child was still a minor. There were hard feelings — a lot of wondering why her …
Tax planning for executive compensation doesn’t have to be confusing. Watch our webinar: Tax Planning for Executive Compensation with Carson’s Director, Tax Planning Mike Valenti and Wealth Planner Michael Gruidel, now available on-demand.
One of the top questions we’re receiving lately has to do with the impending debt ceiling drama and what it could all mean. Here are some common questions and answers regarding this excitement out of Washington.
