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...
by Chip Workman | Oct 16, 2019 | Effective Decision Making, Smart Spending
Following a birthday sleepover for my oldest daughter last week, my wife and I were out for an early morning walk in search of some peace, quiet and a good cup of coffee. Reflecting on the fact that we now have a teenager in the house, talk turned to our home. While...
by Jeannette Jones | 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...
