December 2, 2019

The Week Ahead:your weeklynews & updates

Last Call for Our AnnualToys for Tots Toy Drive

The deadline to contribute isFriday, December 6th.

Help us make this holiday season a specialone for many kids!

Read More Here

Debbie personally curates ournewsletter which offers exclusive

insights into events and happeningsat Taylor Financial Group!

Click Here to Visit Our Website

Weekly Market Commentary12.02.2019

Publ i shed by The Carson Group

Trade negotiators remained primarilyresponsible for the market yo-yoing up and downin a tight range. Last week, the U.S. and Chinaboth shared positive comments about the statusof negotiations toward a “Phase One” deal.

Read More Here

Weekly Economic Update12.02.2019

Provided by Taylor Financia l Group, LLC

As November wrapped up, U.S. equitybenchmarks advanced. Stocks were again aidedby a sense of optimism that a preliminary U.S.-

WEALTH MATTERS FINAL EPISODEWAS MONDAY, DECEMBER 2nd!!!

Each week we will feature a podcast ofDebbie's Wealth Matters radio show.Check out "8 Retirement Blunders to

Avoid" recorded on July 1st.

Click Here to Listen Now

China trade deal could be near.

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Charitable Contributions

How to Get Tax Savings on CharitableContributions After 2018

Provided by Taylor Financia l Group, LLC

Qualified charitable distributions from an IRA provideindividuals over 70½ with a way to receive income tax savingson charitable gifts—even if they decide to take the newlyincreased standard deduction.

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Trends in Charitable GivingProvided by Taylor Financia l Group, LLC

According to Giving USA 2018, Americansgave an estimated $410.02 billion to charityin 2017. That’s the first time that theamount has totaled more that $400 billion inthe history of the report.1

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Retirement

Building Health Care Costs IntoRetirement Planning

Provided by Taylor Financia l Group, LLC

Health care planning is a sensitive subject that oftentakes you and your advisor places you don’t want togo. But given rising expenses, no retirement plan iscomplete without some kind of provision for healthcare needs.

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Investments

Avoiding Large Losses in Your PortfolioProvided by Taylor Financia l Group, LLC

Risk is a factor in any investment decision that you make.Your tolerance for risk is something that you will want toconsider when you make decisions alongside your trustedfinancial professional. Your risk tolerance is balanced againstyour time horizon, meaning the time between now and youranticipated retirement date.

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Medicare & Social SecurityMedicare Open Enrollment Ends December 7, 2019

2019 Medicare Quick ReferenceGuide

Provided by Taylor Financia l Group, LLC

Check out this QRG for enrollment dates,premiums and deductibles, plan options and more!

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Medicare & Social Security RetirementMilestones

Provided by Taylor Financia l Group, LLC

Take a look at this infographic for key retirement planningdates, the 4 parts of Medicare, late enrollment penaltiesand steps to enroll.

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In Case You Missed It

Debbie Addresses Over 1,200 Financial Advisors in Keynote Speech- Last week Debbie was in Minnesota presenting the keynote address"How to Thrive During the Consumer Revolution" to over 1,200Thrivent Financial Advisors. The feedback was amazing, and theyparticularly enjoyed the personal anecdotes and stories Debbie sharedabout going to the food store in her pajamas! Debbie's passion forhelping others came through loud and clear, and the audience found itrefreshing that she places a higher value on building relationships thanthe bottom line.

5 Things We Learned from our Client Advisory Board - For almost 10years now, we have held an annual Client Advisory Board Luncheonwhere we get direct feedback from our clients. We invite our clientsinto our office to review everything we do, from marketing,communications and the services we offer. Click Here for More

Request for 2018 Tax Returns - Most of you filed your 2018 taxes andsaid "goodbye and good riddance" to tax season. You probably won'tbe thinking about taxes again until next year. And that's fine...youdeserve a break from the stress of tax season. Click Here for More

2019 Retirement Calendar Checklist - Use this calendar checklist tolook ahead throughout the year to track important deadlines andactions you must take for your finances and health care. Questions?Just give us a call and we’ll be glad to help. Click Here for More

2019 Roth IRA Contributions and Conversions - We encourage all clients toconsider whether a Roth IRA conversion makes sense for you. We havediscussed this item with many of you, and many chose to wait until the end ofthe year. Well, that is now! If you want to do a Roth conversion, please contactus immediately! Click Here for More

Last Week at the Office

We celebrated Jared's birthday onWednesday, November 27th with sushi and

cake. His birthday was actually onThanksgiving, and we are so thankful for

Jared! Happy Birthday!!

“I look to the future because that’s where I’m going to spendthe rest of my life.”

- GEORGE BURNS -

Tip of the Weekfrom the Weekly Economic Update

In business travel, a little thriftiness is a plus. Plan yourbusiness trips as if you are paying for them out of

pocket.

Upcoming Events!!

Winter Workshops Are Coming!

Get ready to start planning for the NewYear with Debbie's newest offering "10

Financial and Tax Tips for the NewYear!" We will also continue to bring

you workshops on Retirement,Investing, Taxes...check back as we

regularly add new dates!

Casual and interactive workshops arebeing offered as a COMPLIMENTARY

community service, because Debbie Taylorand Taylor Financial Group, LLC believe in

educating and empowering people to takecharge of their future.

Click for Detailed Schedule!

Coming Up

Tuesday, January 21st: WeeknightWorkshop: New Year Planning: 10Financial and Tax Tips for the New Year –7:00 pm @ Waldwick Public Library

Did you know Debbie also trains otherfinancial advisors? In January she will bein Atlanta and Las Vegas presenting a 2-day intensive workshop "Savvy TaxPlanning School for Financial Advisors."

Debbie will also be presenting workshopsfor financial advisors in NYC in July andagain in Chicago in September.

Read More Here

Taylor Financial GroupTaylor Financial Group795 Franklin Ave795 Franklin AveBldg C, Suite 202Bldg C, Suite 202

Franklin Lakes, NJ 07417Franklin Lakes, NJ 07417T. 201-891-1130T. 201-891-1130F. 201-891-1136F. 201-891-1136

office@taylorfinancialgroup.comoffice@taylorfinancialgroup.comwww.taylorfinancialgroup.comwww.taylorfinancialgroup.com

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