by Chip Workman | Jul 26, 2017 | Financial Planning, Retirement
Last week I attended “Building the Bridge to Ohio Investor Education,” a community event hosted by the PBS affiliate in Dayton, OH. The program included an opportunity to screen the documentary, “When I’m 65” and discuss issues around financial planning, financial...
by taaginc | Jul 12, 2017 | Financial Planning, Personal Stories
Every year our Jones family tree comes together over the 4th of July holiday week to share hugs and conversation, and erase the physical and emotional distance that comes from living hundreds of miles apart from one another. We look forward to this trip each year,...
by taaginc | Jun 7, 2017 | Behavioral Investing, Investment Management
Our American society celebrates, appreciates and rewards the bold and visibly successful. President Trump rose from real estate developer’s son to reality television star to President, in no small part due to his outspoken personality and flamboyant lifestyle that...
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 | May 10, 2017 | Budgeting, Financial Planning
“I just can’t figure out where the money goes. We should be doing well with our salaries, but we never seem to have anything left over at the end of the month.” My client’s frustration is shared by many other people I’ve worked with over the years, regardless of...
