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 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...
by Chip Workman | May 29, 2019 | Budgeting, College Planning
In sitting down to write this blog, my setting certainly impacted the topic. I’m sitting on the campus of the College of Wooster in northern Ohio. I’m chaperoning my daughter who is here to compete in the finals of a state writing competition. My reward is working...
by Jeannette Jones | May 8, 2019 | Budgeting, Effective Decision Making, Personal Stories
Most people reach a point in their lives when the place they live just doesn’t work for them anymore. When that happens, most people are a little unsure about what to do next. Do they start looking at houses until they see something they like? How do they know what...
