by Sarah Tenhundfeld | Aug 14, 2019 | Personal Stories, TAAG News
I have very fond memories of my childhood; playing in the creek with my brothers, sledding every winter at Embshoff Woods, and spending summers at my grandfather’s pool, to name a few. But I also remember that money was tight, not because I was balancing the family...
by Jeannette Jones | Sep 26, 2018 | Personal Stories, TAAG News
On October 1st thirty years ago, TAAG began when a 28-year-old Cincinnati newcomer became a self-employed Certified Financial Planner. No one really knew what a CFP® was back then, which was obvious when I told people what I was doing, and especially when I submitted...
by Chip Workman | May 2, 2018 | Advisors, Financial Planning, TAAG News
In my first job out of college, as in most, it was common to be asked to carry out tasks that weren’t necessarily part of the job description. My manager at the time would often remark, somewhat tongue-in-cheek, that the last line of that description was, “other...
by taaginc | Oct 22, 2014 | TAAG News, Taxes
We often have clients ask us to share what we’re hearing from others in terms of how they’re reaching out, staying active and helping others. The ways in which our clients, their friends, families, neighbors and loved ones give back is seemingly endless,...
by taaginc | May 9, 2014 | Financial Education, TAAG News
What: Personal Finance Forum for Young Adults Who: Individuals in the process of establishing careers, preparing to graduate from college or anyone taking their primary financial steps on their own and interested in learning more about how to put their...
by taaginc | Dec 31, 2013 | Investment Management, TAAG News
“Going down this checklist, it’s evident that the factors that have been most positive over the past couple of years are diminishing or highly uncertain. And the rest, although they may be beneficial in the very short run, don’t hold much promise for next year as a...
