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 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 | Oct 18, 2017 | Estate Planning
When it comes to financial planning, making choices and setting long-term goals can be overwhelming. What do you want to do when you retire? What do you want your wealth to accomplish while you’re alive? Where do you want it to go when you’re gone? Without any...
by taaginc | Aug 17, 2016 | Estate Planning, Personal Stories
My grandmother and I have always been close. When I was growing up, I spent many a Friday night having carpet picnics with her and my grandpa where we sat on the living room floor with a blanket and had dinner, usually fried chicken. We would watch Wheel of Fortune...
