by taaginc | Jan 4, 2017 | Personal Stories
I was recently cleaning my grandmother’s house and I came across her passport. I flipped through the pages to find the only stamp in the book. It was from a trip to Ireland she took about five years ago. It made me smile. I flashed back to us sitting at her dining...
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 | Jun 11, 2014 | Behavioral Investing, Financial Planning, Personal Stories
Much is written in and outside of our industry about the Millennial generation or Gen Y as they’re sometimes referred. More than 80 million strong, Millennials are those Americans roughly spanning the 15-35 age range, depending on who you ask. If you believe all the...
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...
by taaginc | Sep 11, 2013 | Investment Management
(from Carl Richards’ in the 8/12/2013 New York Times – click here for the original post. Carl is a certified financial planner in Park City, Utah and director of investor education at the BAM Alliance. His book, “The Behavior Gap,” was published last year. His...
