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The Giving Season

This time of year we’re contacted by the charities we support for more help, and this year the requests seem a little more urgent. Non-profits are concerned there will be a decline in charitable donations due to the changes made by the Tax Cuts and Jobs Act of 2017...

And We’re Off!

Like it or not this week begins the Christmas shopping season, with Thanksgiving overshadowed by ads for Black Friday and Cyber Monday.  Before you get caught up in the sense of urgency to buy, and suffer from financial regret afterwards, take a few steps to keep your...

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...