by Jeannette Jones | Nov 19, 2019 | Estate Planning
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...
by taaginc | Mar 27, 2019 | Estate Planning, Personal Stories
After a 7-year fight with lymphoma and dementia, my beloved grandmother passed away earlier this month. We had a special relationship; one more akin to a mother and daughter. She saw me through tough times during my upbringing and I saw her through tough times at the...
by Chip Workman | Dec 12, 2018 | Estate Planning
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...
by Chip Workman | Aug 22, 2018 | Insurance Planning, Investing & Markets
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...
by Jeannette Jones | Aug 1, 2018 | Estate Planning, Personal Stories
This October TAAG will celebrate its 30th anniversary, which means our first clients who came to us for help with early retirement packages are now navigating their 70’s and 80’s, and those who were saving for their kids’ college educations are looking at Medigap...
by Chip Workman | May 30, 2018 | College Planning, Financial Planning, Insurance Planning
This Memorial Day week, I wanted to share a few things that have collected in my “blog file” that may not justify a whole blog individually but are still well worth sharing. Long Term Care Premiums on the Rise The long-term care insurance industry has experienced...
