by Jeannette Jones | Apr 10, 2019 | Healthcare & Wellness, Personal Stories
When our daughter started her freshman year in college, she would sometimes call me at night to talk about a problem she was facing. After nearly an hour of listening to her spell out all the things that were troubling her and why she felt stuck, and an occasional...
by Danielle Seurkamp | Mar 27, 2019 | Estate Planning, Personal Stories
After a 7-year fight with lymphoma and dementia, my beloved grandmother passed away earlier this month. We had a special relationship; one more akin to a mother and daughter. She saw me through tough times during my upbringing and I saw her through tough times at the...
by Danielle Seurkamp | Feb 27, 2019 | Financial Planning, Personal Stories
“What is your height and weight?” “Tell me what medications you take.” “What exactly do you call your eye condition?” These are just a few of the questions posed to me recently by a colleague who was helping me apply for an insurance policy. It was his job to gather...
by Danielle Seurkamp | Jan 2, 2019 | Budgeting, Personal Stories, Smart Spending
A few years ago, the night before a big event where I wasn’t going to know many people, I left work and headed to the mall. In shoes that were in no way appropriate for extended walking, I began the hunt for the perfect outfit to wear the following day. After an hour...
by Jeannette Jones | Oct 24, 2018 | Personal Stories
This time of year is our season for continuing education, when we travel to conferences to hear from a variety of experts on issues that impact our clients’ lives. Last week I attended the National Association of Personal Financial Advisors (NAPFA) fall conference...
by Jeannette Jones | Sep 26, 2018 | Personal Stories, TAAG News
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...
