by taaginc | May 31, 2017 | Financial Planning, Uncategorized
College Admissions Counselor: “You don’t have enough money.” Father of incoming Freshman daughter, Alex: “It says right here we have $401,000. You missed it!” Mother of Alex: “Jackpot!” Counselor: “Uh, that says you have a 401k account.” Later at home Mother:...
by taaginc | Dec 7, 2016 | Financial Education
Once again, we’ve entered the special time of year when the days get shorter, temperatures get cooler and our calendars are full of holiday bashes and family get togethers. The sparkling lights and long lines at the mall can mean only one thing…it’s FAFSA season?...
by taaginc | Aug 4, 2015 | Budgeting, Financial Planning
August is back to school time, and college tuition bills are due soon. If you’re writing tuition checks, you’re past the point of setting up a 529 savings plan, filling out the FAFSA , selecting a college, and applying for scholarships and financial aid....
by taaginc | Sep 3, 2014 | Financial Education, Personal Stories
My family recently spent an afternoon on the campus of my alma mater, Miami University. It was a beautiful day, a great opportunity to show the kids where Daddy spent a few years of his life and a chance to check out all the recent changes on campus. A personal...
by taaginc | Aug 6, 2014 | Estate Planning, Financial Education, Financial Planning
(The following is from David Burleigh’s blog dated July 14, 2014. David is a local attorney and an expert in the areas of Family Philanthropy and Family Enterprise Strategic Planning. He represents private business owners and their families in their business,...
