by taaginc | Jan 22, 2013 | Investment Management
When I meet with clients and offer to review their 401(k) allocations and contribution rates, I often get the impression that the importance of this asset is lost. As pensions have gone the way of the dinosaur, it is more critical than ever to ensure you are taking...
by taaginc | Feb 29, 2012 | Financial Planning
The recent announcement of P&G’s decision to lay off 5,700 workers reminded me how vulnerable financial security can be. Even though our economy is recovering, many people are still afraid of losing their jobs. In January, my sister learned her company is laying...
by taaginc | Oct 11, 2011 | Financial Planning
It’s official. I’m getting older. I blew my right knee out 2 weeks ago at the gym and have to have surgery to repair it, and I‘ve caught myself saying things like ‘back when we were kids….’ But there’s an upside to getting older too. My husband and I enjoy...
by taaginc | Jul 26, 2011 | Financial Planning
This week’s blog is inspired by our political leadership since I can’t seem to go anywhere without being reminded of the ticking clock in Washington. Once again, by putting off a decision until the last possible minute, its impact on all of us will be much greater...
by taaginc | Jun 1, 2011 | Financial Education
When you start a new retirement plan at work or roll your money into an IRA account you will not only need to decide what investments to buy, but you also need to name a beneficiary for your account. If there is not a beneficiary named, your account will be...
