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Preparing for What Comes Next

TAAG’s Wednesday morning blog has posted each week since 2009, and many of them have been inspired by client experiences.  This week’s topic is based on a client’s specific request, and to quote him directly, ‘people need to prepare.’ We spend most of our time helping...

Medicare

We’re nearing the end of Medicare’s open enrollment period for 2022 policies, which began October 15th and ends on December 7th this year, so if you’ve reached 65 you’re probably being inundated with marketing about Medicare Advantage and prescription drug insurance...

Credit Cards

The use of credit cards can be a great financial planning tool. They can also be one of the worst financial decisions you can make. After receiving many solicitations to upgrade my American Express credit card, I decided to give them some attention and consider...