TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.
The day before Thanksgiving is usually filled with shopping, cleaning and preparation for the big dinner since my husband, Tom, and I host my family each year. After the chaos of making sure everything is ready on time and will taste delicious, we start our meal by...read more
It's hard to believe, but Thanksgiving is only a week away and the holiday season will be fast to follow. Before the madness starts, I want to take a moment to discuss charitable giving. It's a subject that comes up often with clients, one we've written on in the...read more
As I type this blog I'm glued to CNN live election coverage. At 11:20pm, it appears that President Obama will remain in the White House. The Senate will be controlled by the Democrats, and the Republicans will hold the majority in the House. The close results show how...read more
This video was recently posted to WSJ.com by their reporter David Wessel. It does an excellent job of breaking down the fiscal cliff, what should cause concern and what should not. While 7 minutes long, we feel it's well worth the time for anyone who wants to have a...read more
Much of the news this week has been focused on Hurricane Sandy and the related damage up and down much of the Eastern part of our country. We've had several clients effected in various ways and our thoughts are with those of you directly or indirectly impacted by the...read more
In recent client meetings, there has been a lot of discussion about what we recommend to ensure our client’s portfolios can weather any potential market volatility or likely tax increases on the horizon. Many people have accelerated income in 2012 by exercising...read more
I may sound like a broken record at times, but an effective financial plan goes far beyond investment selection. I was recently quoted in an article for an industry publication on how advisors approach Medicare and health care planning with clients. I thought the...read more
Stocks have provided strong returns around the world this year, but evidence shows many people investing on their own are putting the bulk of their savings in cash and bonds. Equities have nearly reached their 2007 record highs, but most are simply too scarred from...read more
(from Ron Lieber’s article in the Your Money section of the New York Times on September 28, 2012. Click here for the original article. Ron Lieber is the “Your Money” columnist and editor of the Bucks Blog for the Times.) It’s much tougher than it used to be for...read more
According to the Bureau of Labor Statistics, at least 39.8 million Americans are caring for someone over 65. Many of my clients have spent hours agonizing over whether they are making the best decisions regarding a family member’s care. If you have been appointed...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!