Insights

Debbie Taylor was recently interviewed by Financial Technology Forum regarding the shake up on Wall Street.

Employer-sponsored retirement plans like 401(k)s offer a lot of savings, investment, and tax advantages, but you have to be paying attention to make the most of them. Some of the best tax strategies with retirement savings can be complex and require a good bit of planning, without which the …

Employer-sponsored retirement plans like 401(k)s offer a lot of savings, investment, and tax advantages, but you have to be paying attention to make the most of them. Some of the best tax strategies with retirement savings can be complex and require a good bit of planning, without which the …

Despite their appeal to some, these funds do have critics. “I do not typically recommend target-maturity bond funds because their annual costs are significantly higher [than index bond funds] for a buy-and-hold investment, and there is a lack of flexibility,” says Debra Taylor, founder of T …

Despite wanting and needing more guaranteed income in retirement, many Americans are hesitant to purchase an annuity to provide that income. Some of this hesitancy is due to misconceptions around the products and how they can best be used to support a secure retirement.

Despite wanting and needing more guaranteed income in retirement, many Americans are hesitant to purchase an annuity to provide that income. Some of this hesitancy is due to misconceptions around the products and how they can best be used to support a secure retirement.

NJ Politics Digest: Thousands of Millionaires Fled the Area in 2018 The Republican tax plan’s limiting of the federal deduction for state and local taxes, plus the high cost of living in the state, led to thousands of millionaires leaving the area in 2018, according to a research firm’s new report.

The New Jersey area lost thousands of millionaires in 2018, even as their ranks grew worldwide. A tumultuous year for global stock markets and federal and state tax changes are responsible, experts say.

Federal workers who have gone a month without getting paid during the longest government shutdown in U.S. history expressed relief Friday that a deal had been reached to end the impasse, but are worried they’ll be in the same spot in a few weeks.

Volatile financial markets are leading high net worth individuals to leave New York and New Jersey in droves. Last year, the region encompassing New York City, Jersey City and Newark lost more than 5,700 individual with liquid assets of $1 million to $30 million, the North Jersey Record reported.

Published by Taylor Financial Group Waldwick, New Jersey (November 12, 2018) — Taylor Financial Group, LLC (TFG), a full service, woman-owned, financial advising and wealth management firm located in Bergen County, NJ, continues to give back to their community with the “Girls Who Code …