TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.
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
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...read more
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
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
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
“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 more
(from Seth Godin’s blog dated October 29, 2019. Click here for the original post. Seth is the author of more than 18 books that have been bestsellers all over the world. He writes about the post-industrial revolution, the way ideas spread, marketing, quitting,...read more
Fall is continuing education season for financial advisors, when we have an opportunity to hear from experts on a variety of financial topics and use that information to help our clients. One of the best presentations I heard recently at the National Association of...read more
Following a birthday sleepover for my oldest daughter last week, my wife and I were out for an early morning walk in search of some peace, quiet and a good cup of coffee. Reflecting on the fact that we now have a teenager in the house, talk turned to our home. While...read more
The 401(k) plan is the most popular employer-sponsored retirement plan today. Sixty-five percent of employers offer a 401(k) or similar plan to their employees. The world today has largely shifted the burden of retirement savings from the employer to the employee....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!