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That Was Fast!

On October 1st thirty years ago, TAAG began when a 28-year-old Cincinnati newcomer became a self-employed Certified Financial Planner. No one really knew what a CFP® was back then, which was obvious when I told people what I was doing, and especially when I submitted...

Frank’s Lessons

A few weekends ago my husband and I took a long weekend and attended the Bridgestone PGA golf tournament followed by a visit to Stan Hywet Hall & Gardens in Akron.  The trip was a gift from our son for his dad’s birthday, and we enjoyed watching golf and touring...

When You’re Not Around

This October TAAG will celebrate its 30th anniversary, which means our first clients who came to us for help with early retirement packages are now navigating their 70’s and 80’s, and those who were saving for their kids’ college educations are looking at Medigap...

The Unintended Consequences of Tariffs

Global equity returns were excellent in 2017.  Inflation remained low as central banks like the U.S. Federal Reserve and Bank of England increased borrowing costs only gradually.  The economy showed renewed strength in Europe, Japan and many developing nations which...