TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.
A few weeks ago, this blog addressed things to consider when purchasing property and liability coverage. As we review policies and quotes on behalf of clients there are some common questions, mistakes and coverages that are worth discussing. We take a closer look at...read more
One Saturday morning when I was around 10 years old, my Dad and I broke from our traditional routine of news, cartoons and cereal and took a walk. This wasn’t going to be our usual stroll around the neighborhood. We were walking to a bank branch that had recently...read more
In one of last month’s blogs, we discussed changes to the Child Tax Credit for this tax year. While this credit is available to anyone with a qualifying child, working parents with children ages 12 and younger, who pay for childcare, can also receive additional tax...read more
(From Perspectives, a blog provided by Dimensional Fund Advisors, LP. This post was authored by Dimensional Vice President, Weston Wellington. Learn more about Dimensional Fund Advisors here. The original post was published on July 29, 2021 and can be found here.)...read more
I often hear colorful comments and complaints about getting older that I can’t share here, but I have found an upside to aging that I appreciate. If you surround yourself with people younger than you (vs. only your peers) and you really listen, you have an opportunity...read more
Risk management is an important part of a comprehensive financial plan. Insurance is one of the best and most common ways to protect the assets you have against hazards and third-party liability claims. Lately we have had several clients come to us with questions...read more
As promised in this April post, I plan on using my oldest daughter’s college search process to share our family’s experience and what we’re seeing on the current college landscape. Here’s the latest. At the urging of my daughter who, like her father, enjoys goal...read more
Our baby girl will be here mid-December, and fingers crossed, she’ll make it in time to be included as a dependent on this year’s tax return. I’d say that sort of timing puts her on Santa’s nice list! Families with young children can take advantage of a few different...read more
(from Carl Richards blog posted 7/15/2021. You can find the original post and subscribe to his weekly newsletter here. Carl Richards is a Certified Financial Planner®, New York Times columnist and best-selling author. Two of his books are “The One-Page Financial Plan:...read more
Few of us believe we would ever fall for a scam. But you should never underestimate the power of emotions and their ability to disable the rational side of your brain. It is a humbling experience. My parents both have masters-degree-level educations, were small...read more
Disclaimer: 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!