by taaginc | Apr 26, 2017 | Financial Education
Over Easter weekend, my family came into town from New Jersey. I decided to take them to the Cincinnati Zoo and Botanical Gardens, which is one of my favorite places any day of the year but especially right now during Zoo Blooms. I thought Good Friday would be a...
by taaginc | Nov 4, 2015 | Behavioral Investing, Financial Education
(from Jason Zweig’s 10/23/2015 Wall Street Journal Intelligent Investor column published every Saturday in The Wall Street Journal. Click here for the original post. Jason is also the best selling author of Your Money and Your Brain. Follow Jason on Twitter...
by taaginc | Feb 11, 2015 | Financial Education, Personal Stories
Dad, are we rich or poor? Ok, I’m a financial planner. I’m educated and equipped to handle most every area of personal finance. I help people every day with issues ranging from technical to psychological to behavioral in how we deal with our resources, money and our...
by taaginc | Oct 29, 2013 | Budgeting, Financial Education, Financial Planning
One of the services we offer our clients is the opportunity for their children to meet with us to ensure they are starting off on the right track financially. As I explained to 600 high school girls at the Young Women Lead Conference two weeks ago, their generation...
by taaginc | Oct 18, 2013 | Financial Education, TAAG News, Uncategorized
What: Personal Finance Forum for Pre-Retirees Who: Individuals/couples within 5-15 years of retiring, retooling, or making a leap to a second or third career. Now is the time to make sure the relationship between your money and your life is aligned with your goals...
