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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...

When You’re Not Around

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...