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This week, I was hoping to join you by video to share some things happening here at TAAG, but coaching my daughter’s last weekend of soccer with the pollen count at its high for the year has left my vocal chords a little worse for the wear.

Failing that, here is what I was hoping to share with some supporting links and video.

Education Series Returns

We’re excited to be hosting another round of our Education Series over the next several months.  Our next session, designed for college aged students, recent grads or anyone just getting their start in the professional world, is scheduled for Wednesday, June 18th at 6pm here at TAAG.

While there is a lot of vanilla guidance available on the internet, it can be hard to apply rules of thumb and generic advice to our own lives.  TAAG wants to help raise the bar on financial education in our own small way the same way we work with clients, on a customized basis where you can get real answers to your questions that you can take home and put into practice right away.

If you have a child, grandchild, family friend or anyone in that age range who might benefit from a basic discussion around personal finance or getting an answer to some of their own financial questions in a smaller group setting, please share this information with them.

Click here for more details and RSVP to Mary Herrmann by June 6th to save your seat.  From there, we’ll send a brief survey on what you hope to learn from the session and other details.

Shredding the Risk of Identity Theft 

Amber Hunt with the Cincinnati Enquirer had a nice article over the weekend on the importance of shredding any documents that might lead to identity theft.  I was surprised with the Justice Department’s report that 7% of Americans age 16 or older experienced at least one incident of identity theft in 2012 alone.

In the video below, Amber explains the basics regarding what to keep and what to shred.  During spring cleaning season, many universities, local government offices and others hold free shredding days.  Be on the lookout in your community papers for those opportunities.  TAAG clients can stop by any time with any documents you’d like our shredding service to handle.  If you have a question as to whether you should keep an item or not, give us a call or bring it to your next progress meeting.

Regardless of access to shredding services, it makes sense for all to have a small, cross-cutting shredder at home for sensitive mail.  Personally, my biggest pet peeve are the “convenient” checks the credit card company sends so you can take cash advances on your account (don’t use those, by the way).  Below are links to three major providers where a good quality shredder can be had for anywhere from $40-$100.




TAAG in the News

I was honored to be profiled in the Cincinnati Business Courier recently as part of their recognition of the 2013 Forty Under 40 class.  The article can be seen, in part, by clicking here.  The full article is only publicly available to subscribers, but we’ll have a few copies around the office for anyone that would like to see some of my goofier admissions; like being unable to properly tie my shoes, my unnatural fear of bats and listing my favorite way to spend money as “carefully”.  Thanks to the Business Courier for thinking a little outside the box and making the profile fun.

Thank you to all of our clients and readers for their support of the blog.  Thanks, especially, to those who lost their lives in service to our country.  As we reflect on their sacrifice, we hope that all of you have a safe Memorial Day weekend!