TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.
(From Dan Solin’s blog, Huffington Post, April 6, 2010) Changing the way investors approach investing once seemed like a difficult task. This is no longer true. The meltdown of the securities industry, and the 2008 market crash, caused even the most die hard advocates...read more
Thinking about who will care for us as we age is similar to estate planning. It’s something we all know we should do, but it’s an easy topic to avoid. By planning ahead, you can help your family avoid the unnecessary angst in making decisions on your behalf and...read more
On March 21st, change arrived in the form of the Patient Protection Act, as amended by the Health Care & Education Reconciliation Act of 2010. Health care reform has stirred anger, fear and relief, depending on what newspaper you read or whom you are talking to....read more
If you read nothing else in this week’s blog, promise me you and every one you discuss this with will, when it’s time to seek financial planning and investment advice, make sure the person you choose to work with is held to a fiduciary standard. If you’re busy this...read more
(From Dan Solin’s blog, Huffington Post, March 9, 2010) Here’s a question I have always found vexing: Why do so many intelligent people act so irrationally with their investments? It turns out that we may be programmed to do so. According to an article in...read more
With all of the changes going on in the credit markets, your credit score is more important than ever. Your score does not just affect your application for a mortgage or car loan, but can also be in a factor for things like your cell phone service and auto and...read more
On Wednesday morning, February 24th at 12:35am, I became a grandmother. Ezra Matthew was born after 16 hours of labor and some tense moments due to his position and reluctance to leave such a safe, secure place. Millions of children are born every day, and many have...read more
There is no doubt that the definition of retirement has been changing for years now.Longer life expectancies, increased costs for just about everything, and shrinking retirement benefits are just a few of the variables involved in retirement’s metamorphosis.The...read more
As we draw closer to the deadline for institutions to furnish your annual tax statements, you may be wondering how long you need to keep tax and other financial documentation. Gathering your income tax data is a good time to clean out your filing cabinets and shred...read more
At a party given by a billionaire hedge fund manager, Kurt Vonnegut informed his friend, Joseph Heller, that their host made more money in a single day then Heller had earned from his popular novel, Catch-22, over his entire lifetime. Heller responded, “Yes, but I...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!