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Does the SECURE Act Impact You?

As many might have missed in the last few weeks of 2019, Congress and the White House avoided a government shutdown by passing some substantial spending bills.  Part of that package included the SECURE Act or “Setting Every Community Up for Retirement Enhancement”, a...

Financial Pain Points

Warning – this blog comes with a homework assignment. ? At TAAG, we help enhance the well-being of individuals and families through thoughtful financial planning and disciplined investment management.  While that’s the mission statement we live and breath every day,...

Talking It Out

“Describe an ideal weekend.” Think about it, it’s Friday afternoon and you’re a few hours away from starting your weekend. What are your plans for the next two days? I love waking up early on Saturdays and starting my day with coffee. Next up, a morning walk with my...

Letting the Days Go By

The song Once in a Lifetime sums up the way I believe many people feel when they get to a certain point in their lives.  Time has passed, they made decisions – or avoided making them – and they find themselves living a life they aren’t so sure about.  Or as Talking...