TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.
When we build financial plans with clients, they usually tell us they plan to spend much more in the early years of their retirement to travel, remodel their kitchen, and do whatever else it is they’ve been putting off. Then they assure us they expect to make...read more
When it comes to financial planning, making choices and setting long-term goals can be overwhelming. What do you want to do when you retire? What do you want your wealth to accomplish while you’re alive? Where do you want it to go when you’re gone? Without any...read more
Watch this 30-second clip (transcribed below). “I never get enough sleep. I stay up late at night because I’m Night Guy. Night Guy wants to stay up late. What about getting up after 5 hours’ sleep? Oh, that’s Morning Guy’s problem. That’s not my problem; I’m...read more
(from Dimensional Fund Advisors’ Issue Briefs blog dated September 1, 2017. Dimensional Fund Advisors is a global investment manager dedicated to implementing the great ideas in finance by applying academic research to practical investing.) It will soon be the...read more
When does making a change mean giving up, and when is it the right thing to do? My parents are wrestling with that question after a series of sobering events over the past 3 years, combined with irrefutable evidence that they’re aging like the rest of us. Dreamland, a...read more
Following last week’s reported breach at Equifax (see Danielle’s blog on how to handle if you haven’t taken action yet), I wouldn’t be remotely exaggerating to say I’ve had more than 50 conversations that included someone saying something to the effect of. . . “I’ve...read more
Identity theft seems like something that happens to other people, but following the Equifax breach we all need to give this some extra attention to remain fiscally strong. Protecting our credit is a decidedly unexciting, but necessary step to maintaining our...read more
(This post was originally published on Ally Financial’s Do It Right Blog on June 29, 2017. Find the original blog here. Ally Financial is a leading digital financial services company and a top 25 U.S. financial holding company. Follow Ally on Twitter here.) As...read more
A few weeks ago, my parents fell victim to the ‘relative in distress’ scam we shared in our TAAG guest blog. Using information they obtained on-line, scammers convinced my parents their grandson, Robert, had caused an automobile accident and hurt an elderly couple. ...read more
August is not a time we typically hear a lot about charitable giving. Most donations occur at the very beginning or end of the year, which on top of making mid-year cash flow a challenge for nonprofits, also means that their causes are often out of sight and mind. In...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!