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As originally posted on December 23, 2017 on Forbes.com, authored by Kelly Phillips Erb. Kelly was an intern before she began practicing, teaching, writing and breathing taxes. For her full bio, click here. At year-end, there's generally a flurry of last-minute...read more
As we wait to see what form the tax legislation takes as it makes its way through Congress, we’ve been getting questions about how it will affect individual taxes and what steps people should take now to minimize any negative impact it may have on them. The answer is...read more
I heard a story at a recent conference that somewhat altered my perspective about how we handle the news that a client or other friend of TAAG has referred someone to meet with us. A speaker at the conference told the story of a planning firm where he was doing some...read more
The holidays are here, which for many of us means preparing for a parade of guests to visit our homes. Whether you enjoy hosting or not, I think we can all agree that gearing up for company can be a bit stressful. The pile of mail, the sticking door and crooked...read more
(from The Wall Street Journal’s October 19, 2017 article by Meir Statman. See original post here ) There’s a financial-literacy crisis in the U.S. And it is probably even worse than it seems. Study after study shows how poorly Americans understand money and...read more
I walked into the women’s locker room this morning at my gym and was greeted by a giant wreath. Christmas commercials have been on television for weeks. In Target, the Halloween merchandise was displayed next to tree ornaments in October. Thanksgiving has become the...read more
It’s a question being discussed in the financial media quite a bit lately. With markets hitting record high after record high, when is the other shoe going to drop? Aren’t we due for a “pullback” in the market? If so, is it time to get out? Yes, the market is due...read more
About a week ago, I read a headline “70 is the New Retirement Age”. It came from an article in Money magazine penned by Suze Orman. Orman, as many of you know, is a former financial advisor turned author and TV host. The success of her writing and television career...read more
(from Yahoo! Finance’s October 12, 2017 article by Brittany Jones-Cooper. See original post here ) Most financial surveys conducted over the past five years agree on one thing— Americans aren’t good at saving money. A new study, however, reveals how nostalgia could...read more
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 it up...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!