by Chip Workman | Sep 20, 2017 | Healthcare & Wellness, Personal Stories
Following last week’s reported breach at Equifax (see Danielle’s blog on how to handle if you haven’t taken action yet), I wouldn’t be remotely exaggerating to say I’ve had more than 50 conversations that included someone saying something to the effect of. . . “I’ve...
by taaginc | Jun 28, 2017 | Financial Planning
In financial planning, a common question goes something like this. . . I’m thinking of remodeling my bathroom We need to have the driveway replaced She’ll need a new car by the end of the year . . . how should I pay for that? Of course, in its simplest form, the...
by taaginc | Jul 27, 2016 | Financial Planning, Personal Stories
I’m just not into working out. I’m just not a saver. I’m just not someone that’s going to count every calorie. That’s me, take it or leave it. While maybe not always this obvious, there are times when we all make statements like this. This can be attributed to a...
by taaginc | Oct 28, 2015 | Budgeting, Financial Planning, Personal Stories
We’re rapidly approaching that time of year when we’re encouraged to eat, drink and be merry, spend money on things without thinking about it, and then roll into January with a debt hangover because ’tis the season!’ Right? There’s a...
by taaginc | Jul 25, 2012 | Investment Management
As mentioned in our July monthly letter, our financial planning software released a new version this week full of exciting updates. New functionality will improve our planning process by better integrating certain variables and placing a better framework around how...
