Summer Memories

I love the summer. When Memorial Day weekend rolls around, the sense of anticipation I felt as a child kicks in, and memories come flooding back. Early summer mornings my mom and I would crawl between strawberry rows, dew-moistened straw sticking to the front of our legs, picking berries before the birds ate the fruit and the sun made the work too hot.  We would talk about anything we had on our minds; the quiet of the morning made us feel like we were the only people in the world. Our farm kept us busy. … [read more]
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TAAG News & Notes

This week, I was hoping to join you by video to share some things happening here at TAAG, but coaching my daughter’s last weekend of soccer with the pollen count at its high for the year has left my vocal chords a little worse for the wear. Failing that, here is what I was hoping to share with some supporting links and video. Education Series Returns We’re excited to be hosting another round of our Education Series over the next several months.  Our next session, designed for college aged students, recent grads or anyone just… [read more]
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What Do Real Advisors Do?

(from Carl Richards’ 5/8/2014 Behavior Gap newsletter – click here for the original post. Carl is a Certified Financial Planner, the creator of the New York Times’ Sketch Guy column and director of investor education at the BAM Alliance. His book, “The Behavior Gap,” was published last year. His sketches and more can be found here.) Last week, The Economist published a story about the costs around mutual funds and how much investors benefit from picking low-cost options. The article said many good things, but then I got to this paragraph about… [read more]
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TAAG Education Series – Personal Finance for Young Adults

What:        Personal Finance Forum for Young Adults Who:         Individuals in the process of establishing careers, preparing to graduate from college or anyone taking their primary financial steps on their own and interested in learning more about how to put their best foot forward when it comes to their money. When:      Wednesday, June 18th 6pm Where:     TAAG Learning Center  9200 Montgomery Road  Cincinnati, OH 45242 RSVP:       By June 6th to Mary Herrmann   (513) 771-7222  info@taaginc.com Share:      If you know someone who might be interested or could benefit from our class for Young Adults, please forward this… [read more]
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Spending with a Purpose

Over the weekend my husband and I traveled to northern Indiana to attend the dedication of a new performing arts center at Trine University.  We were impressed by the university’s strong academic programs, particularly its engineering and business schools, but were most impressed by the loyalty and support of its alumni. The arts center was made possible by the financial contribution and support of one of our clients.  He’s a wonderful example of what you can accomplish in this country.  After attending the university on a financial scholarship, he graduated with an accounting degree… [read more]
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