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As stocks in the U.S. and overseas continue to rise, the Dow Jones Industrial Average closes in on 26,000, and talk of inflation resurfaces, some investors are beginning to get very, very nervous. You’d think it would be easy being an investor over the last nine...read more
Last spring I blogged about steps I was taking in an attempt to take back control of my attention span. Where I could, I determined when I interacted with my phone, social media, etc. as opposed to it trying to determine that for me. I’m happy to report that just...read more
New year, new tax code. Let’s talk about The Tax Cuts and Jobs Act of 2017. We trust you’ve gotten your fill of opinions and interpretations of this legislation from your news outlet of choice, so we’ll keep this strictly to what the law says and how it will impact...read more
As originally posted on December 23, 2017 on Forbes.com, authored by Kelly Phillips Erb. Kelly was an intern before she began practicing, teaching, writing and breathing taxes. For her full bio, click here. At year-end, there’s generally a flurry of...read more
As we wait to see what form the tax legislation takes as it makes its way through Congress, we’ve been getting questions about how it will affect individual taxes and what steps people should take now to minimize any negative impact it may have on them. The answer is...read more
I heard a story at a recent conference that somewhat altered my perspective about how we handle the news that a client or other friend of TAAG has referred someone to meet with us. A speaker at the conference told the story of a planning firm where he was doing some...read more
The holidays are here, which for many of us means preparing for a parade of guests to visit our homes. Whether you enjoy hosting or not, I think we can all agree that gearing up for company can be a bit stressful. The pile of mail, the sticking door and crooked...read more
(from The Wall Street Journal’s October 19, 2017 article by Meir Statman. See original post here ) There’s a financial-literacy crisis in the U.S. And it is probably even worse than it seems. Study after study shows how poorly Americans understand money and...read more
I walked into the women’s locker room this morning at my gym and was greeted by a giant wreath. Christmas commercials have been on television for weeks. In Target, the Halloween merchandise was displayed next to tree ornaments in October. Thanksgiving has become the...read more
It’s a question being discussed in the financial media quite a bit lately. With markets hitting record high after record high, when is the other shoe going to drop? Aren’t we due for a “pullback” in the market? If so, is it time to get out? Yes, the market is due...read more
Disclaimer: The financial planning information discussed within this blog is meant to offer general thoughts and shouldn’t be taken as individual advice, but we’d love to meet with you and answer your specific questions!