As mentioned in our July monthly letter, our financial planning software released a new version this week full of exciting updates. New functionality will improve our planning process by better integrating certain variables and placing a better framework around how we segment goals. We think it’s a big step forward in The Asset Advisory Group’s mission to enhance our clients’ well-being and help them make smart decisions about money. From a technology standpoint, the software will now address things such as Social Security not just on it’s own, but really look at how different … [read more]
In October 1988, after six years as a CPA and banking officer, I took my newly earned Certified Financial Planner designation and youthful optimism and started The Asset Advisory Group (TAAG). It wasn’t actually TAAG then, since I was only a single advisor with an administrative assistant brave enough to leave the bank to join me.
In my exit interview, my well-intentioned boss told me I was crazy to try to start my own business as a 28 year-old female in a conservative town. He offered to hold my job for me until I came … [read more]
(from Carolyn McClanahan’s Forbes’ column, 7/3/2012 – click here for the original post. Carolyn is a physician, financial planner, educator and storyteller. For more on Carolyn, visit her Forbes’ profile.) When the Affordable Care Act was originally passed, misinformation and inflammatory lies regarding the law made their rounds on the internet. Great examples from the right – seniors on Medicare would face rationed care, death panels were going to be enacted, or you would have to pay extra taxes on the sale of your home to name a few. Great examples from the left… [read more]
This time of year, I often think of the carefree summers I enjoyed as a child. I spent the first 13 years of my life in Newark, Ohio, before moving to Cincinnati. My father is from Akron and most years my sister and I would spend at least a week at my grandparent’s house visiting our aunts, uncles and cousins that lived in the area.
My grandfather (Pa) passed away in 2010 and would have turned 100 this September. He is never far from my thoughts and I am forever grateful for the lessons he … [read more]