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 | Nov 11, 2015 | Financial Education, Financial Planning, Retirement
A couple months ago, I wrote a blog on Social Security which highlighted a couple things. One – historically Congress has been inclined to expand Social Security benefits rather than reduce them. Two – without any changes to Social Security, folks receiving...
by taaginc | Oct 14, 2015 | Behavioral Investing, Financial Planning, Retirement
What are you Jonesing For? I have a confession to make – I’m not sure the last time we mowed our lawn. Judging by the fact that half of my dog disappears when he makes his trips outside, it’s been a while. To be fair, we have been doing a major overhaul to our...
by taaginc | Mar 5, 2014 | Healthcare & Wellness, Personal Stories
Stressful events in life are often learning experiences, but they can also be the most life-affirming. Last Wednesday evening my mother headed off to church for a worship committee meeting. Between the parking lot and the church office, she took a severe fall based on...
by taaginc | Jul 23, 2013 | Personal Stories
I’m a first born, a CPA – a poster child for conformity. I like to know what comes next (No surprise that I chose financial planning as a career!) and want a high level of confidence that I’ll be successful before attempting something. People like me...
