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Uncharted Waters

by | Apr 1, 2020 | Financial Planning, Investment Management

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

by | Feb 26, 2020 | Financial Education, Financial Planning

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...

Financial Pain Points

by | Nov 12, 2019 | Financial Planning, Taxes

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

by | Nov 5, 2019 | Financial Planning, Personal Stories

“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

by | Sep 25, 2019 | Budgeting, Financial Planning, Retirement

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...