Uncomfortable Conversations – Part I

Uncomfortable Conversations – Part I I don’t like to make people uncomfortable. I became an advisor because I wanted to take care of people – to help them feel safe and financially secure.  Asking questions and raising issues about difficult topics is hard for me, but I do it because it’s one of the most important jobs we do as advisors. One topic none of us is comfortable discussing is the process of growing old and dying.  Intellectually, we know we’ll age and eventually die of something.  But our society is built around denying that… [read more]
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Help People, Work Your Mind & Warm Your Heart

We often have clients ask us to share what we’re hearing from others in terms of how they’re reaching out, staying active and helping others.  The ways in which our clients, their friends, families, neighbors and loved ones give back is seemingly endless, but when an opportunity comes up that aligns with our mission of improving people’s lives through better understanding of their personal finances, we can’t help but pass it along. For the last several years, one client in particular has found a unique way of giving back through the AARP Foundation.  One… [read more]
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Stop Ignoring Financial News

Wait . . .what? A blog entitled “Stop Ignoring Financial News”?  Posted on TAAG’s blog?  Written by Chip Workman who, on at least a dozen occasions (based on an unscientific audit of past blogs) has promoted ignoring all news and other noise provided by the talking heads in the financial media? Yep. But, before you check your calendar to see if it’s “Opposite Day”, let me explain where I’m coming from and then try to apply it to some of the recent news attempting to explain a market that lately seems to have gone mad.… [read more]
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How NOT to Prepare for the Market Correction

(from Dan Solin’s Huffington Post blog on September 2, 2014.  Click here for the original article.  Dan Solin is the director of investor advocacy for the BAM ALLIANCE and a wealth adviser with Buckingham Asset Management. He is a New York Times best-selling author of the Smartest series of books. His most recent, The Smartest Sales Book You’ll Ever Read, was published in March.) Almost everyone believes a stock market correction is inevitable. The financial media whip up a daily frenzy of anxiety by offering conflicting views from “investment pros” on… [read more]
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A Difficult Conversation

Last night I learned my father had a Transient Ischemic Attack or TIA, sometimes described as a mini-stroke. He was standing in the driveway, talking to my mother about the mums she had planted, and all of a sudden his speech became gibberish.  He said he felt like he was having an out-of-body experience, because he could see himself talking and couldn’t understand why his words were garbled.  He knew what he was thinking, but it wasn’t coming out. Mom said he looked totally bewildered and scared – which understandably scared her too.  Of… [read more]
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