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]
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 email@example.com Share: If you know someone who might be interested or could benefit from our class for Young Adults, please forward this… [read more]
“Going down this checklist, it’s evident that the factors that have been most positive over the past couple of years are diminishing or highly uncertain. And the rest, although they may be beneficial in the very short run, don’t hold much promise for next year as a whole.” “As you go into (the year), walk softly and carry a big cash balance.” Wait, a TAAG blog about the future of the market? Not exactly. The primary purpose of this e-mail is to wish our clients and other readers a very safe and Happy New Year… [read more]
TAAG’s offices will be closed today and tomorrow as the team takes a few days off to enjoy Christmas with our families. All of us at TAAG want to pass along our sincerest gratitude to our clients for another great year working together to make the best possible decisions available to meet our goals and enhance your financial security. However you celebrate, we hope you have time this week to reflect, spend time with friends and family and enjoy the season. Merry Christmas, Happy Holidays and all the best for a prosperous 2014!!… [read more]
Individuals/couples within 5-15 years of retiring, retooling, or making a leap to a second or third career. Now is the time to make sure the relationship between your money and your life is aligned with your goals for the rapidly approaching future. Under a constant barrage of information about what’s best for you and your money, you want to learn how best to filter that information and make sure your path to retirement is on solid footing.
Tuesday, November 12th at 6pm
TAAG Learning Center
9200 … [read more]
What: Personal Finance Forum for Career Advancers Who: Individuals/couples in the process of making meaningful decisions around career, family and investing for long term goals. Some of the right pieces may be in place, but there’s still more to learn about how to put their best foot forward at the intersection of life and money. When: Tuesday, October 15 at 6pm Where: TAAG Learning Center 9200 Montgomery Road Cincinnati, OH 45242 RSVP: By October 4th to Mary Herrmann (513) 771-7222 firstname.lastname@example.org Share: If you know someone who might be interested or could benefit from our… [read more]
Chip was excited to be included in two articles in the Wall Street Journal this week discussing the financial planning issues a prospective parent or parents can face when going through the adoption process. Those articles can be found by clicking on the links below. Adopting? Prepared to be Surprised Financial Planning is Critical for Same-Sex Couples Who Adopt … [read more]
About a year ago we decided it was time to upgrade our website to better share our message and enhance our overall client experience. As we began our research to see what we wanted to do differently, we realized our brand also needed refreshing as, while it seems like only yesterday, our current logo was created in 1995. We wanted the new logo to have a clean, modern take on our initials – TAAG. We’ve always referred to ourselves internally as TAAG and discovered that many clients refer to us that way as well. In… [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]
As we head full steam into Black Friday and all the hustle and bustle of the holiday season, we wanted to pause a moment this Thanksgiving Eve and encourage everyone to really take time tomorrow to enjoy all the family traditions, the time together and to truly give thanks for all that we have and enjoy in this world. Wherever you are this Thursday, we hope you have a wonderful holiday and know that we are thankful for the work we get to do with and for our clients and their families each and every… [read more]