by Sarah Tenhundfeld | Jul 28, 2021 | Financial Education, Taxes
Our baby girl will be here mid-December, and fingers crossed, she’ll make it in time to be included as a dependent on this year’s tax return. I’d say that sort of timing puts her on Santa’s nice list! Families with young children can take advantage of a few different...
by Chip Workman | Dec 2, 2020 | Financial Education
Personal Security Planning A question we get frequently is how best to go about protecting identity and other personal information. We’ve blogged about it in the past on multiple occasions, but these things can be moving targets as new technologies and schemes create...
by Sarah Tenhundfeld | Oct 21, 2020 | Financial Education, Healthcare & Wellness
If you have a High Deductible Health Plan you have probably heard of a Health Savings Account (HSA) and may even have one. HSAs came into existence at the end of 2003 when the Medicare Prescription Drug, Improvement, and Modernization Act was put into law. Even though...
by Michael Raidt | Aug 26, 2020 | Annuity, Financial Education
You’ve probably noticed there are more than a few things going on in the world these days that add to a sense of uncertainty, volatility, and fear. People in general prefer some degree of predictability in all aspects of their lives, and personal finances likely...
by Chip Workman | Aug 19, 2020 | Financial Education, Investment Management
No, this isn’t TAAG’s review of the latest hot releases on Netflix, Hulu or Amazon Prime… From time to time, I like to use my turn on the blog to offer some insight as to what we’re paying attention to at TAAG at the moment. Most of these are not items that require...
by Michael Raidt | May 13, 2020 | Budgeting, Financial Education
If you are a client of TAAG you have probably had a conversation or two over the years about your cash flow. It’s a common topic that we discuss in meetings. Understanding your cash flow is a basic building block of financial planning. It helps you to identify...
