Taylor Kennard Financial

Happy Anniversary .kennard. 8 years down and eternity to go!

Ever wondered how I help my clients? As a Financial Advisor, I specialize in creating comprehensive Financial Plans. Many of those plans include:

-Retirement Planning
-Budgeting
-Debt Management
-Life Insurance

How can I help YOU?!

Happy New Year!

It’s been a little while since I have told social media what I’ve been up to.

This past year has been exciting and full of growth!

I am operating my own firm () as a licensed Financial Professional and am based primarily in Davis County, UT. I have a Bachelor’s Degree in Finance from the University of Utah, and am working towards obtaining my Master’s Degree in Financial Planning. Our team has expanded into our own office space in Kaysville. Although I’m based in Utah, I have licenses in multiple other states and my practice has spread nationwide! No matter where you may be, we can work together! I am passionate about helping my clients succeed in reaching their financial goals.

I now also own a Real Estate Brokerage - .ut! We have experienced rapid growth and have massive success since opening our doors in July of 2023. I am excited to see what all our team accomplishes in this upcoming year, and am grateful that I get to lead and work alongside such incredible Realtors®.

How have you been?! What financial goals can I help you reach this year? Let’s connect!

I am SO excited to announce our new strategic partnership with EDGE REAL ESTATE!

We feel passionate about educating individuals on their finances, and real estate is such an important part of your financial picture! If you have questions about buying or selling your home, look no further - let’s connect!

So happy we got the opportunity to sponsor Skatefest this year! Thank you to centennialparkfsc and congratulations to my own little ice skater for competing in her very first competition!

Exciting things coming very soon for my clients, agents and referral partners! We’ve purchased an office space and we CANNOT WAIT to open our doors very soon!

Bachelor of Science in Finance

I am grateful for the education I have gained and the connections I have made throughout my undergraduate experience! I am most thankful for my family - I could not have accomplished any of this without their love and support.

I will continue to manage and grow my Financial Planning practice, and will soon be expanding my career in some very exciting ways! Go UTES!

Happy St. Patrick's Day! I feel LUCKY that I get to work with such incredible individuals - just like YOU! ​​​​​​​​
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FINANCIAL GOALS BY THE DECADE - 60s​​​​​​​​
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Ever wonder what your benchmark goals should be for someone your age?​​​​​​​​
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You have worked HARD all throughout your adult life to prepare for now - your retirement! In your 60s, you begin to qualify for Social Security benefits, you can begin regular disbursements from your retirement accounts, and you are hopefully in great health as you live out those "Golden Years"! Congratulations! ​​​​​​​​
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Feeling behind? Don't worry - we can get you back on track! ​​​​​​​​
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FINANCIAL GOALS BY THE DECADE - 50s​​​​​​​​
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Ever wonder what your benchmark goals should be for someone your age?​​​​​​​​
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Whether you like it or not, your retirement years are nearly here. In your 50s, you should be reevaluating and assessing nearly every part of your Financial Plan. You should be working closely with your Financial Advisor! ​​​​​​​​
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Feeling behind? Don't worry - we can get you back on track! ​​​​​​​​
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Do you talk about finances with your kids? In our family, we strongly believe in "starting them young"! ​​​​​​​​
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Our 4 year old LOVES to save her extra chore, birthday, and Christmas money! She also loves to "talk about money" at the dinner table, with her friends, and even with complete strangers (we're in trouble with this one!) Remember, finances aren't scary! It is so important to teach good money philosophies at a young age! ​​​​​​​​
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What tips do you have for talking about finances with your kids? ​​​​​​​​
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Last week, a new client asked me the following question: "When can I make changes to my health insurance plan?" ​​​​​​​​
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Although you may feel locked into your current health insurance plan, there are times where you can make some changes! These can include: ​​​​​​​​
-moving​​​​​​​​
-getting a new job​​​​​​​​
-the birth of a new baby​​​​​​​​
-when you turn 26​​​​​​​​
-if you loose your job​​​​​​​​
-loosing previous coverage​​​​​​​​
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Remember, you only have a short time to make changes once these events occur! ​​​​​​​​
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What questions do you have about navigating your health insurance plan? Let's connect!​​​​​​​​
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FINANCIAL GOALS BY THE DECADE - 40s​​​​​​​​
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Ever wonder what your benchmark goals should be for someone your age?​​​​​​​​
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Your 40s are a pivotal time for your finances. Yes, you are still young, but retirement is getting closer each year! Chances are, your children are getting older, your career is more established, and you're still in great health... let's make sure your finances are in tip-top shape! ​​​​​​​​
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Feeling behind? Don't worry - we can get you back on track! ​​​​​​​​
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It truly doesn't matter how much money you have - financial education and management is so important. We build a Financial Plan for YOU - your goals, your earnings, your situation, etc. Thank you for your kind words! ​​​​​​​​
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FINANCIAL GOALS BY THE DECADE - 30s​​​​​​​​
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Ever wonder what your benchmark goals should be for someone your age?​​​​​​​​
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Now that you've established important habits, identified goals, and laid the foundation for your finances in your 20s, your 30s are great for expanding, diversifying, and "beefing-up" your Financial Plan! ​​​​​​​​
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Feeling behind? Don't worry - we can get you back on track! ​​​​​​​​
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Happy President's Day! To all our Nation's greatest leaders, we salute you! ​​​​​​​​
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By now, you've gotten all your tax forms... now what?​​​​​​​​
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I am not a CPA or Tax Professional, but here are a few things I recommend considering while preparing your taxes: ​​​​​​​​
-How will these deductions affect my long term tax strategies?​​​​​​​​
-Is it better to take the deductions now or to save them for the future?​​​​​​​​
-Is there any way to lower my tax bill today?​​​​​​​​
-Is paying higher taxes today better for me long-term?​​​​​​​​
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Whether you are working with a professional or you're filing taxes by yourself, it is important to understand how your taxes affect you both now and in the future! ​​​​​​​​
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Have questions about tax strategies in relation to your Financial Plan? Let's connect! ​​​​​​​​
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The team got some NEW goodness in the mail today! ​​​​​​​​

FINANCIAL GOALS BY THE DECADE - 20s​​​​​​​​
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Ever wonder what your benchmark goals should be for someone your age?​​​​​​​​
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Although your 20s are an exciting and transformative time, they are also an important time for your finances! In your 20s, you should be establishing habits, identifying goals, and laying the foundation for life-long financial success! ​​​​​​​​
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Feeling behind? Don't worry - we can get you back on track! ​​​​​​​​
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Happy Valentine's Day - I hope each of you knows that you are special, important and loved! ​​​​​​​​
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SHORT-TERM SAVINGS qualifies as any amount of saved money you intend to use within 12 months. In other words, you intend to use the money in the near future.
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My favorite short-term savings strategies:
-Identify your budget and assess your overall Savings Goal
-Begin saving small amounts designated towards your Savings Goal
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If you need assistance in assessing your SHORT-TERM Savings Goals, please do not hesitate to reach out! I am happy to assist you!
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What are some of your short-term savings goals?
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Today, let's talk about LONG-TERM SAVINGS!​​​​​​​​
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My top strategies for you: ​​​​​​​​
-Put a timeline on your Savings Goal​​​​​​​​
-Identify and find an investment strategy that will help you accomplish your Savings Goal​​​​​​​​
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As your Advisor, I work with you to base your investment strategy on your risk tolerance and growth potential. ​​​​​​​​
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What are some of your long-term savings goals? ​​​​​​​​
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This week, I want to talk about one of my most FAQs: "What's the difference between long-term & short-term savings?" ​​​​​​​​
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Most people don't even realize there's much of a difference, or that there are different strategies to accomplishing your savings goals!​​​​​​​​
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Stay tuned for more information on SAVINGS! ​​​​​​​​
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Your financial goals are more obtainable than you think! I am blessed to work with some of the greatest clients. Thank you for your kind words! ​​​​​​​​
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https://www.instagram.com/reel/CoH_gTmAnYG/?igshid=MWI4MTIyMDE=

Is this really what I get to do for a living? Dream job!

Snuck in a few meetings on the go yesterday and felt so grateful! I'm grateful I get to help indivdiuals and families achieve their financial goals. I love what I do!

Taylor Kennard, Financial Advisor on Instagram: "Is this really what I get to do for a living? Dream job! Snuck in a few meetings on the go yesterday and felt so grateful! I’m grateful I get to help individuals and families achieve their... 3 Likes, 0 Comments - Taylor Kennard, Financial Advisor () on Instagram: "Is this really what I get to do for a living? Dream job! Snuck in a few meetings on the go yesterday and felt so grateful! I’m grateful I get to help individuals and families achieve their financial goals. I l...