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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.

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...

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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...

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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...

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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,...

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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...

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Downsizing

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...

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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