TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.
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
Our advisors get together with some like-minded financial planners in our region periodically to discuss trends and other insights in the hopes of improving our operations and enhancing our clients’ experiences. At our most recent gathering, we had an interesting...read more
If you had to guess, what would you think the returns are for the US and international stock markets for the year so far? Would you even expect them to be positive? In a meeting a few days ago, a client expressed surprise that every single stock fund in their...read more
(from Steven T. Goldberg’s article in the October 2012 issue of Kiplinger’s Personal Finance. Click here for the original article. Steven T. Goldberg, a Kiplinger contributor, is an investment adviser in the Washington, D.C. area.) The price for making...read more
With the Supreme Court’s decision this summer to uphold the constitutionality of the Patient Protection and Affordable Care Act of 2010, there are two new taxes, starting in 2013, that can impact individuals with income in excess of $200,000 and couples who earn more...read more
I recently heard an unattributed quote that seems to have taken permanent residence in my head. “Life is simple, people make it complicated.” I couldn’t agree more. One of the guiding beacons in my life is the KISS principle. If you’re not familiar, the start of the...read more
At a seminar I attended many years ago, a speaker instructed us to remove our wristwatches without looking at them, hand them to the person next to us, and answer questions about their appearance. Over 90% of the audience could not correctly answer simple questions...read more
(from Carl Richards’ New York Times’ Bucks blog, 8/6/2012 – click here for the original post. Carl is a certified financial planner in Park City, Utah. His sketches are archived on the Bucks blog.) His new book, “The Behavior Gap,” is on bookshelves...read more
About a year ago we decided it was time to upgrade our website to better share our message and enhance our overall client experience. As we began our research to see what we wanted to do differently, we realized our brand also needed refreshing as, while it seems...read more
As mentioned in our July monthly letter, our financial planning software released a new version this week full of exciting updates. New functionality will improve our planning process by better integrating certain variables and placing a better framework around how...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!