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Does the SECURE Act Impact You?

As many might have missed in the last few weeks of 2019, Congress and the White House avoided a government shutdown by passing some substantial spending bills.  Part of that package included the SECURE Act or “Setting Every Community Up for Retirement Enhancement”, a...

Pet Sounds

Pets regularly come up in discussions with clients. They are part of our family and, as such, can impact the family budget as well as long-term goals. When conducting client Discovery meetings, we include questions about pets to help gauge what that potential impact...

Financial Pain Points

Warning – this blog comes with a homework assignment. ? At TAAG, we help enhance the well-being of individuals and families through thoughtful financial planning and disciplined investment management.  While that’s the mission statement we live and breath every day,...

Downsizing

Following a birthday sleepover for my oldest daughter last week, my wife and I were out for an early morning walk in search of some peace, quiet and a good cup of coffee.  Reflecting on the fact that we now have a teenager in the house, talk turned to our home.  While...

Proximity

Some of my most common sources of inspiration for blogs are industry conferences, my mild obsession with podcasts and my long-term involvement with CISV.  In just the last week, I experienced the rare trifecta of a blog idea intersecting with all three of these...