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Retirement Transition Challenges

At TAAG, we’re fortunate to spend our workdays helping individuals and families shape their finances to ensure they reach their most important life goals. Retirement, or being financially free enough to no longer need to earn an income, is often chief among these...

Subscription Nation

As I walked up to the house, I noticed a box on the front porch. Not exactly an earthshattering event in our current world. Packages of all shapes and sizes arrive at the house seemingly every day, but this particular green box was one I hadn’t seen in a while. They...

Teaching Kids About Money

One Saturday morning when I was around 10 years old, my Dad and I broke from our traditional routine of news, cartoons and cereal and took a walk. This wasn’t going to be our usual stroll around the neighborhood. We were walking to a bank branch that had recently...

The College Search Continues

As promised in this April post, I plan on using my oldest daughter’s college search process to share our family’s experience and what we’re seeing on the current college landscape. Here’s the latest. At the urging of my daughter who, like her father, enjoys goal...

A Million Little Things

If you’ve met with your advisor at some point this year, it’s likely you spent some time discussing the performance of small, U.S. stocks, and value-oriented companies, relative to the rest of the market. Based on decades of data and the simple relationship between...