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A Closer Look at Indexed Annuities

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...

What We’re Watching

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...

Controlling Cash Flow

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...

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...

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...