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Medicare

We’re nearing the end of Medicare’s open enrollment period for 2022 policies, which began October 15th and ends on December 7th this year, so if you’ve reached 65 you’re probably being inundated with marketing about Medicare Advantage and prescription drug insurance...

Retirement Transition Challenges

At TAAG, we’re fortunate to spend our workdays helping individuals and families shape their finances to ensure they reach their most important life goals. Retirement, or being financially free enough to no longer need to earn an income, is often chief among these...

The Future of Social Security

At the end of August, the Trustees of the Social Security trust fund reported that the Old-Age and Survivors Insurance (OASI) Trust Fund, which pays retirement and survivors benefits, would only be able to pay scheduled benefits on a timely basis until 2033. This was...

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...