Dhillon Taylor, CFP

07/09/2024

I'm hosting an educational webinar this Thursday, July 11, 2024, about "5 Unforeseen Risks That Can RUIN Your Retirement"!

I've packed TONS of value into this one and I'm really excited about it. Click the link below to learn more.

And of course, consider the people in your life that could really benefit from retirement planning tips. I encourage you to share this link and give them the opportunity to learn something that could help them have a better, more fulfilling retirement.

See you there!

Whether you're nearing retirement or just starting to plan, this webinar will provide valuable insights to help you navigate the road ahead with confidence. Don't let these hidden risks catch you off guard - secure your spot today and take control of your financial future!

09/02/2023

The value of financial planning is in the process of PLANNING. It’s not about creating a 100 page PLAN with tons of complex charts and projections. Keep reading!

The very next day after a “financial plan” is created, it is outdated as your bank account values, investment balances, expenses, and possibly incomes, have changed. This means that your financial plan is based on outdated info!

What’s more important is that you connect with what you want financially and why on a consistent basis. Check in on where you are in relation to your financial goals on a monthly, quarterly or semi-annually depending on the nature of your goals. This will help you identify things you need to change to add and keep more money in your pocket!

Happy planning!

09/02/2023

Save more for retirement and save money in taxes at the same time!! Business owners with no employees this is for you!

Note: if you are self employed (not a corporation like the example), your contribution limit is calculated slightly differently. Talk to a tax/financial professional before implementing anything 💪🏼👊🏼

11/09/2021

Still confused about what IRAs are and how they are used? Here is some info I’m sure you’ll find helpful and educational.

If you have questions about which is right for you, how to create an account, how much to put in, etc, shoot me a DM or call me 👍🏼

10/27/2021

I love this quote. What comes up for me is the reality that so many of us dream of a life of abundance, fulfillment, and freedom. And we can all achieve this type of life.

Unfortunately, many of us don’t have a plan. We are leaving our futures up to chance and will end up wherever we end up in 5, 10, 20 years🤷🏼‍♂️

The reality is, the best way to achieve a goal and attain the life you’re envisioning, especially in the distant future, is to:

1. Make a plan 📝
2. Break it down into actionable steps ✅
3. Execute consistently 📈
4. Make adjustments along the way ↖️↗️

Don’t just dream of the life you want to live, take steps now to make it happen.

10/20/2021

Check out these 5 financial things to consider when you are expecting a new baby or had one recently 👶