Financial Planning Blog Archives - Taylor Hoffman (804) email@example.comClient LoginToggle NavigationAbout UsTeamCareersNews and UpdatesAnnouncementsIn the PressWealth ManagementCapital ManagementConferenceResourcesFinancial Planning BlogMarket CommentaryFrequently Asked QuestionsDownloadable ContentContactFinancial Planning BlogHomeFinancial Planning BlogCongress Approves, President Signs Into Law $2 Trillion Economic Aid Packageby Taylor Hoffman|28 March 202001 April 2020|Financial Planning BlogOn Friday, March 27 President Trump signed into law a sweeping $2 trillion economic stimulus package designed to support American households and businesses in the midst of the ongoing coronavirus pandemic. Naturally, a government program that provides over $2 trillion...continue readingMedicare and You: Part Iby Taylor Hoffman|07 February 202010 February 2020|Financial Planning BlogWelcome to Part I of our two-part series on Medicare! Navigating Medicare can be one of the most unexpectedly frustrating parts of retirement. In fact, you wouldn't be alone in thinking it just about takes an advanced degree and a...continue readingA Comprehensive Guide to Required Minimum Distributionsby Taylor Hoffman|13 December 201930 January 2020|Financial Planning BlogBreaking News: on December 20, 2019 the SECURE Act was signed into law. Among other provisions, this bill substantially impacts the rules surrounding Required Minimum Distributions. The new laws are summarized in red in each relevant section below. We have...continue reading’Tis the Season for Gifting – Giving Tuesday 2019 Editionby Taylor Hoffman|03 December 201916 March 2020|Financial Planning BlogThree simple charitable donation strategies to consider this Giving Tuesday (or before the end of the year) What better day than Giving Tuesday to re-run our charitable gifting blog from December 2018? Continue reading below to see three simple ways...continue readingThrowback Thursday: Conquering Financial Fearby Taylor Hoffman|31 October 201927 February 2020|Financial Planning BlogHappy Halloween! When it comes to money, do you feel more tricked than treated? Don't let managing your finances spook you more than ghosts, ghouls, and other things that go bump in the night. Money is a difficult thing to...continue readingLost & Found: The Unclaimed Property Programby Taylor Hoffman|24 October 201924 October 2019|Financial Planning BlogFew things in life beat reaching into an old coat and finding a crumpled up $20 bill Before you start digging into every jacket pocket or flipping over couch cushions, consider there might be an easier way to find lost...continue readingA Parent’s Guide to Paying for College Tuitionby Taylor Hoffman|04 October 201909 October 2019|Financial Planning BlogParents, it's college application season. Do you know all your options for covering tuition? The college admissions process is a stressful time for both students and parents alike. Seniors are laser-focused on SATs, essays, and applications, while parents are left...continue readingTidying Up Your Finances with Taylor Hoffman (and Marie Kondo)by Taylor Hoffman|13 September 201913 March 2020|Financial Planning BlogParents, we’ve got some great news: tidiness is cool. Grab your popcorn because this year’s viral sensation is a Netflix series entitled Tidying Up with Marie Kondo, which, as the name suggests, is a show about how to organize your...continue readingReal-Time Money Transfersby Taylor Hoffman|08 August 201909 August 2019|Financial Planning BlogComing to a bank near you in… 2023? It appears the U.S. banking system has finally decided to enter the 21st century. On Monday, the Federal Reserve announced its plan to develop a real-time, 24/7/365 money movement system that will...continue readingDid You Know? Naming a Beneficiary on Real Estate Holdingsby Taylor Hoffman|28 June 201901 July 2019|Financial Planning BlogWe love to hear your input! The idea for this blog came directly from a recent conversation with a client. If there are any topics you’d like to learn more about please let us know! Earlier this year we wrote...continue reading1 2 3 Next NewsletterEmail* Passion breeds excellence.