by Michael Raidt | Oct 20, 2021 | Effective Decision Making, Smart Spending
The use of credit cards can be a great financial planning tool. They can also be one of the worst financial decisions you can make. After receiving many solicitations to upgrade my American Express credit card, I decided to give them some attention and consider...
by Chip Workman | Oct 13, 2021 | Personal Stories, Smart Spending
As I walked up to the house, I noticed a box on the front porch. Not exactly an earthshattering event in our current world. Packages of all shapes and sizes arrive at the house seemingly every day, but this particular green box was one I hadn’t seen in a while. They...
by Jeannette Jones | Feb 24, 2021 | Budgeting, Healthcare & Wellness
Most of us deal with health care costs only when forced. But health care coverage and medical expenses can make up a large piece of our financial picture at different times in our lives and preparing for them can make the difference between financial stress and...
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...
by Chip Workman | Dec 11, 2019 | Budgeting, Personal Stories, Smart Spending
Pets regularly come up in discussions with clients. They are part of our family and, as such, can impact the family budget as well as long-term goals. When conducting client Discovery meetings, we include questions about pets to help gauge what that potential impact...
by Sarah Tenhundfeld | Dec 3, 2019 | Effective Decision Making, Smart Spending
It’s already December, and I say this every year but wow, this year has flown! It’s hard to believe that in less than a month it will be the year 2020! It just doesn’t seem possible. With all the holiday hustle and bustle coming up this can be the most wonderful time...