And the Award Goes To. . .

Three weeks ago, The Royal Swedish Academy of Sciences awarded the 2013 Nobel Prize for Economics to three U.S. economists, one being Eugene Fama. Dr. Fama, a professor at the University of Chicago and often referred to as “the father of modern finance,” is credited with demonstrating the notion that markets are efficient. Professor Fama’s work led to the creation of the first index mutual funds and led two of his prize students, David Booth and Rex Sinquefield to start Dimensional Fund Advisors. It is this Nobel worthy research that drives our investment philosophy… [read more]
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Financial Success for the Whole Family

One of the services we offer our clients is the opportunity for their children to meet with us to ensure they are starting off on the right track financially.  As I explained to 600 high school girls at the Young Women Lead Conference two weeks ago, their generation will have a much different experience during their work and retirement years than their parents and grandparents.    First, they are likely to change jobs much more frequently.  A recent study by the Future Workplace, Multiple Generations @ Work found that Millennials plan to stay in [read more]
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Changes to Your 529 Plan

New Advantages to College Advantage When saving for college education expenses for children or grandchildren, it is often our recommendation to start with a 529 plan. We’re fortunate in the State of Ohio to have one of the country’s best plans with several options to achieve a low cost, broadly diversified portfolio. As many of our clients and readers either own a CollegeAdvantage Direct 529 Savings Plan or have family, neighbors, or friends who do, I wanted to discuss a recent announcement about changes coming to the plan. While the changes should be a net… [read more]
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TAAG Education Series – Personal Finance for Pre-Retirees

What:
Who:
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.
When:
Tuesday, November 12th at 6pm
Where:
TAAG Learning Center
9200 … [read more]
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My Health Care Plan

These days, few topics are as politically charged as healthcare. On October 1st, The Patient Protection and Affordable Care Act moved to the next stage of implementation with the rollout of the state insurance exchanges, and we’re all waiting to see what impact the Act will have on our personal finances and government spending in the future. Last week I attended a conference in Philadelphia for financial advisors, where the impact of healthcare costs was covered by Dr. Sanford Barth, a professor at Thomas Jefferson University who specializes in health care policy. Based on research… [read more]
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The Conservation of Drama

(from Seth Godin’s blog dated 9/17/2013. Click here for the original post.  Seth is the author of 17 books that have been bestsellers around the world and translated into more than 35 languages. He writes about the post-industrial revolution, the way ideas spread, marketing, quitting, leadership and most of all, changing everything. You might be familiar with his books Linchpin, Tribes, The Dip and Purple Cow.  Follow Jason on Twitter @thisissethsblog.)     Everyone has a set point, a need/tolerance for a certain amount of drama in a life. I’m not talking about… [read more]
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Working Smarter, Not Harder

I have been working out with a personal trainer for over ten years to help me reach my fitness goals.  Six of those ten have been with the same person.  It took me awhile to find the trainer I was most comfortable with and that would create a plan tailored to my needs.  After going to the gym every week for the past decade, I began to think that I could create my own workout plan with the same results.  I subscribe to Women’s Health Magazine and I am always reading articles about health and [read more]
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Invest Like a Farmer

I’d like to piggyback somewhat on Jeannette’s video last week and share a story I recently heard at a funeral service for the Grandmother of a dear friend.  The priest spoke personally about spending a great deal of time as a young child on his grandparents’ farm. Around age 6, his grandfather carved out a small corner of the family fields for the grandson to grow whatever he wanted. Very excited, he took some corn and bean seeds from his grandfather and learned how to properly sow the seeds. The boy was diligent in the… [read more]
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The Last 25 Years

Jeannette joins us by video this week to talk about the 25 years since she founded TAAG.  There have been many, many changes in terms of how the business operates, the makeup of the industry and how we all interact with our investments and other decisions around money.  Some of these changes have been positive, some less so.  Hear some of Jeannette’s thoughts on how best to handle those changes in today’s environment by clicking play below. If you have trouble viewing the video in the above format, you can access it directly on YouTube… [read more]
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TAAG Education Series – Personal Finance for Career Advancers

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 info@taaginc.com Share: If you know someone who might be interested or could benefit from our… [read more]
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