The Week Ahead
Your Weekly News and Updates
April 13, 2020
Don't let quarantine get you down...just change your perspective
Being in quarantine has enabled some to get creative. Click here to watch this couple celebrating their new normal through dance!

Debbie personally curates our newsletter which offers exclusive insights into events and happenings at Taylor Financial Group!
How Can We Help You?
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. Who could you help during this time?
COFFEE CHAT 2.0 ON APRIL 8, 2020

Coffee Chat 2.0 was a huge success!
Debbie and Rob Taylor hosted another Coffee Chat on the CARES Act, the economy and the markets. It's okay if you missed it, we have the full slide presentation here .

CLIENT ANNOUNCEMENTS

Debbie presented to over 1,500 Advisors on Taxes and Retirement Distributions on Thursday, April 8, 2020

Last week, Debbie did a Keynote presentation to over 1,500 Thrivent Financial Advisors! Her presentation on “Leveraging the Tax Cut and Jobs Act (TCJA) and the SECURE Act," was presented from her (command center) at home. She looks forward to working with Thrivent again in the future!

Exclusive Coffee Chat for workshop attendees and prospects!
This Thursday, April 16 at 4:15pm
We are excited to announce that Debbie Taylor will be hosting a virtual coffee chat about the Coronavirus and current state of the markets. Debbie will provide tips and tricks on how best to deal with the current volatility we are experiencing.
If you are a prospective client and would like to sit in on her Coffee Chat, please click here to access the invite.
THE CARES ACT AND RECESSION RELIEF
The CARES Act: This is your ultimate go-to guide for everything CARES Act related
 Provided by Taylor Financial Group, LLC
The CARES Act includes provisions intended to help individuals and small businesses.
The following resources are intended to provide general information to you about the main programs for individuals and small businesses. If you would like to learn more about the CARES Act and how it personally effects you or your business, please click here to view resources we have gathered.



Have you listened to Debbie's feedback on the CARES Act? Visit our YouTube channel to hear her input on how the CARES Act will impact all of us and what moving forward looks like. Click here for the audio of the radio show
HAVE YOU READ DEBBIE'S RECENTLY PUBLISHED ARTICLE ON ESTATE PLANNING MUST-DO'S IN THE TIME OF CORONAVIRUS?
7 Estate Planning Must-Do’s in the Time of Coronavirus
Apr 8, 2020 / By Debra Taylor, CPA/PFS, JD, CDFA

Self-isolation and quarantines have given rise to unique problems and a new way of thinking. With a global pandemic and health and wellness becoming a huge priority in people's lives, it seems like a good time for all of us to reflect... Read More
ARE YOU WORRIED ABOUT THE MARKET RECOVERY?
Free Guide for Small Business Owners On The CARES Act
Provided by Carson Group
We strongly recommend that you download and read the "Four Ways the CARES Act can Help Your Business" Free Guide available on our website. The guide walks through the four main provisions aimed at helping businesses, making it easy to compare and contrast the best options available ... Click Here for Our Free Guide
11 Ways the Stimulus Package and Other Government Measures Could Help You in 2020
Provided by Kiplingers
The Coronavirus outbreak is crushing the U.S. economy. The stock market is taking (we're now in a bear market), businesses are closed, unemployment claims are spking, consumer spending is down sharply... Read More

TAX RETURN REQUEST ANNOUNCEMENT
The filing deadline for tax returns has been extended from April 15 to July 15, 2020. Click here for more information.
FINANCIAL PLANNING

Wondering how you are doing with all the market turmoil?
Your Financial Plan is at your Fingertips!
You can access your WealthMatch client portal from anywhere at any time. This interactive planning software allows you to view your plan relative to the current market in real-time. The client portal offers a variety of helpful reports and features; click here to find out how to access them!
 
If you would like to set up your Client Portal or have questions about your existing account, please contact Jennifer Mlynar at [email protected] or call 201-485-8098.

CURRENT STATE OF THE MARKET
Weekly Market Commentary 04.13.2020
Published by The Carson Group

Investors were faced with a combination of optimistic and pessimistic news this week and opted to accentuate the positive. Health care data reinforced the gradual success social distancing is having in curtailing the spread of the... Read More
April Economic Update for 2020
Provided by Taylor Financial Group, LLC

Click here to view the Monthly Economic Update for 2020, where we provide you with a market brief of April 2020.

"ONE WORTHWHILE TASK CARRIED TO A SUCCESSFUL CONCLUSION IS WORTH HALF-A-HUNDRED HALF-FINISHED TASKS"
- MALCOLM FORBES -
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Franklin Lakes, NJ 07417

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