by taaginc | Jul 23, 2014 | Estate Planning, Financial Planning, Insurance Planning, Personal Stories
Dimensional Fund Advisors’ Real Estate Securities Portfolio is the fund we use to gain exposure to U.S. Real Estate, the best performing asset class in our portfolios so far this year, up more than 20%. The second largest holding in this fund is Public Storage, whose...
by taaginc | Jun 19, 2012 | Budgeting
Over Father’s Day weekend, when my dad and I were alone for a few minutes, he brought up a subject that had obviously been weighing on his mind. He said he realized he and mom live 2 ½ hours away from my brother, sister and I, and if anything were to happen to either...
by taaginc | Oct 4, 2011 | Estate Planning
The response received from our recent blog on how to handle personal property in dealing with estate planning was an eye opener. From precious heirlooms to misperceptions about what’s trash and what isn’t, it’s clear that from aging parents to siblings to what to...
