TAAG Talk
TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.
Our Place in the World
I grew up in my hometown surrounded by people who looked like me, with little variety in race or religion, and I met and fell in love with my husband at our church’s youth group where both our families attended. Next week my husband and I will fly to India for our...
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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...
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What Does 2020 Have in Store?
It’s the year 2020! I don’t know if I’ll ever get used to saying that. If the title of this blog made you think I was going to give stock market predictions for the year, not quite, I didn’t get my crystal ball for Christmas, so I’m not sure what fun things will be...
read more A Significant Birthday
Last Friday the 13th I turned 60 years old. I realize most women go to great lengths to hide their age in our youth-obsessed society, but if we continue to act as though getting older is something to be ashamed of, attitudes about aging will never change. So here I...
read more Pet Sounds
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...
read more How to Avoid a Post-Holiday Financial Hangover
It’s already December, and I say this every year but wow, this year has flown! It’s hard to believe that in less than a month it will be the year 2020! It just doesn’t seem possible. With all the holiday hustle and bustle coming up this can be the most wonderful time...
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A Thanksgiving Reader
TAAG Note: the following was originally published by Seth Godin, a blogger we turn to regularly in this space, a few weeks before Thanksgiving 2015. His Thanksgiving Reader, which is linked here and in his explanation of it’s purpose below, has been shared by...
read more Important, But Not Urgent
Financial planning is sometimes compared to going to the dentist. People don’t really look forward to it, even though they know having their finances in order is good for them. Here at TAAG, once we’ve worked through the process with a new client and we have things...
read more 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,...
read more Talking It Out
“Describe an ideal weekend.” Think about it, it’s Friday afternoon and you’re a few hours away from starting your weekend. What are your plans for the next two days? I love waking up early on Saturdays and starting my day with coffee. Next up, a morning walk with my...
read moreDisclaimer: The financial planning information discussed within this blog is meant to offer general thoughts and shouldn’t be taken as individual advice, but we’d love to meet with you and answer your specific questions!
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