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How Much Do I Owe You?

May is a great month for so many reasons – beautiful weather, the kickoff of summer and best of all 11 more months before we have to file taxes again!  As sure as May is to bring us reasons to smile, April can be a little more moody.  Rain and persistent cold can pop...

Money for Nothing

“In this world nothing can be said to be certain, except death and taxes.”  We’ve all heard this before.  Anytime I do, I think immediately of Brad Pitt in the movie Meet Joe Black.  He plays a personified version of death – Joe Black – who comes to take the...

Help People, Work Your Mind & Warm Your Heart

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,...

TAAG’s Take on Tax Law Changes

Much has been reported on the American Taxpayer Relief Act passed at the beginning of 2013 to address the fiscal cliff.  We wanted to share our thoughts on the recent changes and how we plan to address with our clients in our first attempt at blogging via...

Fiscal Cliff Breakdown

In case you missed it, our Representatives in Washington managed to eke out a budget deal in the late hours of New Year’s Day.   The headlines over the last week have been dominated by the “fiscal cliff” story with all kinds of thoughts, commentary...

What You Can Control

In recent client meetings, there has been a lot of discussion about what we recommend to ensure our client’s portfolios can weather any potential market volatility or likely tax increases on the horizon.   Many people have accelerated income in 2012 by exercising...