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Uncharted Waters

As we’ve all heard more than once lately, the world is navigating through uncharted waters as drastic measures are underway all over the world to slow the spread of Covid-19.  While we know many of these life-altering changes are temporary, no one can be certain of...

Rules of Thumb

I’ll just come out and say it – I don’t like rules of thumb. Financial rules of thumb are often viewed as the only way to way to make financial decisions. They are said so often that people start accepting them as gospel. I’ve heard people say things like, “You have...

Change of Plans

My husband and I bought our home nearly three years ago, and I still remember the first day we went to tour the house, we were ecstatic. My husband’s cousins lived next door at the time and told us that their neighbors were looking to sell and rather quickly. We later...

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...