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Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients


Funds Used With Clients

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Employer Years Dates
Weatherly Asset Management 25 years, 5 months Aug 1994 - Present

Designations & Memberships

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Articles and Answers

Insights by Carolyn Taylor

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Ask a financial questionAsk a question
I have 100% of my retirement money in a target date fund. Do you consider that diversified enough or not?
Your savings will be spread among a number of assets because a Target Date Fund (TDF) invests in a variety of underlying funds, however diversification is not quite that simple. The question is the overall asset allocation and how it will change over time. Most of these funds will begin with an aggr...  (more)
Answered Jan 2012
What is a mutual fund?
A mutual fund is an investment vehicle comprised of pooled funds from multiple investors, collected for the purpose of investing in stocks, bonds, and other securities. The funds are professionally managed by the fund manager according to a defined investment objective. Mutual funds allow investors ...  (more)
Answered Jul 2012
Do I have to wait the 5 years to withdraw money from my Roth 401k tax-free if I was over 59 1/2 when I started contributing?
Roth 401(k) plans combine features of traditional 401(k) plans with those of Roth IRAs. Participants can choose to contribute to a Roth 401(k) with after-tax dollars (in the same way one would contribute to a Roth IRA) or with pre-tax dollars (often called an elective deferral option, as the paymen...  (more)
Answered Aug 2012
What does it mean when a mutual fund has "active management"?
Dan,Active management traditionally means a mutual fund’s goal is to outperform an investment index, such as the S&P 500. Funds that do not attempt to beat a benchmark are passively managed. Passive funds closely mimic an index’s return and risk characteristics while performing slightly below...  (more)
Answered Jan 2012
Am I saving enough for my kids' college?
Young families face a huge challenge to save enough to pay for their children’s higher education expenses. College is expensive and will become even more so in the future. When it comes to qualifying for financial aid many families have too much income, but unfortunately as these same families are ...  (more)
Answered Jan 2012
How often should I meet with my financial advisor?
Given the ever changing economic landscape, it is prudent to keep in touch with your financial advisor at least once a quarter. This communication can take the form of a telephone call, an e-mail, text or meeting to discuss your current financial situation and any changes in your goals and needs. I...  (more)
Answered Aug 2012
Can i get a loan from my 401k?
The answer to this question will vary by employer, but generally loans are allowed. We suggest you contact your plan administrator for the specific details of your particular plan. 401k loans are allowed under the law, but not all employers will offer this option. Even if they are allowed under you...  (more)
Answered Jul 2012
What is the difference between a stock and a bond?
There are several differences between stocks and bonds, and more specifically common stock and corporate bonds; which are commonly just called ‘stocks and bonds’ by the general public. There are a plethora of other instruments such as preferred stock, municipal bonds, zero-coupon bonds and converti...  (more)
Answered Feb 2012
When should I refinance?
Historically low interest rates have prompted many homeowners to once again refinance their mortgage loans to lower their loan payment at little or no cost thereby reducing not only their monthly outflow, but the amount of interest they will pay on the loan over time. If you have 20% equity in you...  (more)
Answered Oct 2012
Is there any way to deduct health insurance costs?
In certain circumstances it is possible to deduct healthcare expenses. In general, medical expenses that are in excess of 7.5% of your adjusted gross income qualify as an itemized deduction on schedule A of your tax return. At this point in time this percentage will increase in 2013 to 10%. The foll...  (more)
Answered Oct 2012
A RMD question - age 70 1/2. My birthday is Sept 18 1944. In 2015 do I have to take 2 distributions? 1 in April, another in December?
Mag,The IRS requires you to begin taking required minimum distributions (RMD) in the tax year that you turn 70 ½ years old; so you should begin to take your RMD in 2015. If you would like to estimate how much your RMD will be you can utilize an RMD calculator. Since many people do not realize tha...  (more)
Answered Sep 2013
Can the money be taken out of an account once the participant no longer makes contributions.
When deciding what to do with your employer-sponsored retirement plan (ie. 401(k)) after terminating employment with a company, there are generally five distribution options:Leave the 401(k) in the former employer’s planTransfer the assets into a rollover IRA Convert assets to a Roth IRARoll th...  (more)
Answered Aug 2013
Can I roll over a Roth IRA to a Roth CD without penalties?
This is an excellent question regarding the specifics of your Roth IRA, a little background on the features of Roth IRAs is important to understand first before making this decision. From a fundamental standpoint a Roth IRA is an excellent tool to save for retirement. This type of account is appropr...  (more)
Answered Aug 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    U.S. Securities and Exchange Commission
    • license status
    • disclosures
    • as of date
      Dec 14, 2019
    • license status
      Not registered
    • disclosures
    • as of date
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:



    Last updated on Dec. 15, 2019
      • $0
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 0
        number of clients
      • $0
        Estimated Average Account Balance Per Client

    Weatherly Asset Management

    Last updated on Sept. 6, 2019
      • $863.8M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 359
        number of clients
      • $2.4M
        Estimated Average Account Balance Per Client


    Types of Compensation Arrangements