by taaginc | Oct 29, 2014 | Healthcare & Wellness
Uncomfortable Conversations – Part I I don’t like to make people uncomfortable. I became an advisor because I wanted to take care of people – to help them feel safe and financially secure. Asking questions and raising issues about difficult topics...
by taaginc | Nov 27, 2013 | Budgeting, Financial Education
‘Tis the season for giving – your credit card number to pay for your holiday gift purchases. The average American will spend just over $1,000 this year on gift giving, up 20% from 2012. With Thanksgiving falling on the latest possible day in November,...
by taaginc | Aug 7, 2012 | Financial Education
(from Carl Richards’ New York Times’ Bucks blog, 8/6/2012 – click here for the original post. Carl is a certified financial planner in Park City, Utah. His sketches are archived on the Bucks blog.) His new book, “The Behavior Gap,” is on bookshelves...
by taaginc | Jul 3, 2012 | Personal Stories
This time of year, I often think of the carefree summers I enjoyed as a child. I spent the first 13 years of my life in Newark, Ohio, before moving to Cincinnati. My father is from Akron and most years my sister and I would spend at least a week at my grandparent’s...
by taaginc | Dec 14, 2009 | Estate Planning
Many people will be traveling to spend time with their families this month. When you gather with your loved ones over the holidays, the last topic you are likely to be thinking about is legacy planning. But maybe it shouldn’t be. This is the perfect opportunity to...
