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What’s in Your Safe?

Imagine converting all your assets to cash.  The value of your home, portfolio, artwork, vacation property, antiques, etc.  Needing somewhere to keep this cash, you commission a local company to build a custom safe. The safe’s principal function is to protect your...

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...

Adopting Your Cause

When it comes to financial planning, making choices and setting long-term goals can be overwhelming. What do you want to do when you retire?  What do you want your wealth to accomplish while you’re alive?  Where do you want it to go when you’re gone?  Without any...

It Could Happen to You

My grandmother and I have always been close.  When I was growing up, I spent many a Friday night having carpet picnics with her and my grandpa where we sat on the living room floor with a blanket and had dinner, usually fried chicken.  We would watch Wheel of Fortune...

It’s Worth It

Wills, living wills, health care powers of attorney, beneficiary designations, and trusts – these are terms you probably recognize from every article that’s ever been written on estate planning.  For most people, estate planning is on the nagging list of...