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.
Portfolio Thinking
(from Seth Godin’s blog dated January 14, 2022. Click here for the original post. Seth is the author of 20 books that have been bestsellers all over the world. He writes about the post-industrial revolution, the way ideas spread, marketing, quitting, leadership and...
read more Dimensional’s Takes on the Biggest Topics of 2021
(From Perspectives, a blog provided by Dimensional Fund Advisors, LP. Learn more about Dimensional Fund Advisors here. The original post was published on December 30, 2021 and can be found here.) Every year, Dimensional’s team of researchers and investment solutions...
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Protecting Our Parents
‘My siblings and I are concerned that our parents are being overwhelmed by charitable donation requests. They’re losing track of the groups they give to and how much they’ve already contributed, and it’s starting to impact their finances.’ ‘Mom took over managing her...
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Revisiting My 2021 Wish List
As we near the end of 2021 I’d like to start by wishing all our readers a very Happy New Year. It’s my hope you’ll find success in your resolutions, and that 2022 is good to you and your families. Around this time last year, I put together a Financial Advisor’s...
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Unlearning English
We’re very fortunate to be blessed with wonderful clients, friends and other readers that find their way to this space each week. Before today’s post, I want to take this opportunity to wish you all good health and happiness as we continue through the holiday season...
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What’s New for 2022
Key facts and figures to help you plan for the new year. Increased Retirement Plan Contribution Limits The IRS announced that the 2022 contribution limit for 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan will increase to $20,500....
read more The Noise in Short-Term Performance
(by Wes Crill, PhD, Head of Investment Strategies & Vice President, Dimensional Fund Advisors LP. Original post can be found here and was published on November 22, 2021.) As a parent of identical twins, I’m well versed in the phenomenon of two lookalike entities...
read more Medicare
We’re nearing the end of Medicare’s open enrollment period for 2022 policies, which began October 15th and ends on December 7th this year, so if you’ve reached 65 you’re probably being inundated with marketing about Medicare Advantage and prescription drug insurance...
read more Clean Sheets
Michael explores internal vs. external goals and the perils of measuring yourself against others in your financial plan.
read more Retirement Transition Challenges
At TAAG, we’re fortunate to spend our workdays helping individuals and families shape their finances to ensure they reach their most important life goals. Retirement, or being financially free enough to no longer need to earn an income, is often chief among these...
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!