by Michael Raidt | Jun 2, 2021 | Advisors, Financial Planning
If you live in the Midwest or parts of the South and East coast, you’d have to quite literally be living underground not to have seen, heard or read about the cicada brood X. The insects emerge from underground every 17 years to feed and mate over the final 6 weeks...
by Sarah Tenhundfeld | May 19, 2021 | Advisors, Financial Planning
There’s no magic age, salary level, or amount of savings you need to have before seeking out help from a professional advisor although there are several things to consider before starting your search for one. Chances are if you’re reading this blog, you’re already a...
by Michael Raidt | Apr 8, 2020 | Advisors, Personal Stories, TAAG News
About 15 years ago, when I was a sophomore at Xavier University, I was asked to lead a retreat for seniors at my high school in Louisville, KY. As part of the program, I was required to give a presentation to the students on values. It was a helpful exercise for me...
by Chip Workman | May 2, 2018 | Advisors, Financial Planning, TAAG News
In my first job out of college, as in most, it was common to be asked to carry out tasks that weren’t necessarily part of the job description. My manager at the time would often remark, somewhat tongue-in-cheek, that the last line of that description was, “other...
by taaginc | May 4, 2016 | Advisors, Financial Planning
When meeting with clients, the first item on our agenda is to ask if there are any pressing issues, concerns, needs or major changes they have experienced since the last time we met. These questions often lead to discussions that relate to some other part of the...
by taaginc | Jun 24, 2015 | Advisors, Financial Planning, Personal Stories
My husband and I talk about money all the time. It usually goes something like this “Did you pay that bill?” or “How much are we going to spend on Mom’s Christmas present?” or “Look at this new pair of shoes that I bought.” Follow that last one up with a raised...
