(888) 234-7982


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...

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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....

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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...

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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...

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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!

The Asset Advisory Group

9200 Montgomery Road
Cincinnati, OH 45242

(513) 771-7222 | (888) 234-7982