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Does the SECURE Act Impact You?

As many might have missed in the last few weeks of 2019, Congress and the White House avoided a government shutdown by passing some substantial spending bills.  Part of that package included the SECURE Act or “Setting Every Community Up for Retirement Enhancement”, a...

Financial Pain Points

Warning – this blog comes with a homework assignment. ? At TAAG, we help enhance the well-being of individuals and families through thoughtful financial planning and disciplined investment management.  While that’s the mission statement we live and breath every day,...

The Giving Season

This time of year we’re contacted by the charities we support for more help, and this year the requests seem a little more urgent. Non-profits are concerned there will be a decline in charitable donations due to the changes made by the Tax Cuts and Jobs Act of 2017...

The (Long) List of Financial Documents You Should Keep

(from Ron Lieber’s article in the Your Money section of the New York Times on February 23, 2018.  Click here for the original article.  Ron Lieber is the “Your Money” columnist, noted author and editor of the Bucks Blog for the Times.  Follow Ron on Twitter...

New Year, New Tax Code

New year, new tax code.  Let’s talk about The Tax Cuts and Jobs Act of 2017. We trust you’ve gotten your fill of opinions and interpretations of this legislation from your news outlet of choice, so we’ll keep this strictly to what the law says and how it will impact...