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Property & Liability Insurance Tips

Risk management is an important part of a comprehensive financial plan.  Insurance is one of the best and most common ways to protect the assets you have against hazards and third-party liability claims.  Lately we have had several clients come to us with questions...

Important, But Not Urgent

Financial planning is sometimes compared to going to the dentist.  People don’t really look forward to it, even though they know having their finances in order is good for them. Here at TAAG, once we’ve worked through the process with a new client and we have things...

What’s in Your Safe?

Imagine converting all your assets to cash.  The value of your home, portfolio, artwork, vacation property, antiques, etc.  Needing somewhere to keep this cash, you commission a local company to build a custom safe. The safe’s principal function is to protect your...

From the blog file…

From time to time, I like to clean out the “blog ideas” folder on my desk and share any topics that may not justify a full blog, but still feel like they’re worth passing along.  Below are a few of those topics along with some thoughts, links to articles and other...