TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.
“He who doesn’t look ahead remains behind.” “Looking back gives you regrets. Looking ahead gives you opportunities.” “Don’t look back, you’ll miss what’s in front of you.” There seems to be consensus among the proverbs that when directing our focus, we ought to be...read more
(from Dimensional Fund Advisors’ Outside the Flags blog by Jim Parker dated 6/14/2016. Jim is a Vice President with DFA, leading the communications and marketing team in the firms’ Australian office.) Do you ever listen to the news and find yourself thinking that...read more
If you don’t live and breathe financial services like we do, you may have missed the furor over the Department of Labor’s recent fiduciary rule regarding retirement plans and IRA accounts. Before you roll your eyes and move onto something you think is more...read more
While we never pretend to have the ability to forecast where markets, interest rates or much of anything is going in the future, we can certainly analyze where we’ve been and make assumptions as to why. The first five months of 2016 proved just how fickle markets can...read more
May is a great month for so many reasons – beautiful weather, the kickoff of summer and best of all 11 more months before we have to file taxes again! As sure as May is to bring us reasons to smile, April can be a little more moody. Rain and persistent cold can pop...read more
(from Carl Richards’ in the 4/25/2016 New York Times – click here for the original post. Carl Richards is a financial planner in Park City, Utah, and is the director of investor education at the BAM Alliance. His latest book is “The One-Page Financial Plan: A Simple...read more
Wills, living wills, health care powers of attorney, beneficiary designations, and trusts – these are terms you probably recognize from every article that’s ever been written on estate planning. For most people, estate planning is on the nagging list of...read more
When meeting with clients, the first item on our agenda is to ask if there are any pressing issues, concerns, needs or major changes they have experienced since the last time we met. These questions often lead to discussions that relate to some other part of the...read more
When my husband and I started merging our financial lives, we approached it in what seemed like a reasonable fashion. We each had separate accounts where our income would get deposited and a joint account that we used to pay common expenses. We each contributed half...read more
(from Seth Godin’s blog dated 4/15/2016. Click here for the original post. Seth is the author of 18 books that have been bestsellers around the world. He writes about the post-industrial revolution, the way ideas spread, marketing, quitting, leadership and most of...read more
Disclaimer: The financial planning information discussed within this blog is meant to offer general thoughts and shouldn’t be taken as individual advice, but we’d love to meet with you and answer your specific questions!