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...
by Jeannette Jones | Aug 29, 2018 | Financial Planning, Personal Stories
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...
by Jeannette Jones | Aug 1, 2018 | Estate Planning, Personal Stories
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...
by Chip Workman | Jul 25, 2018 | Financial Planning, Personal Stories
Earlier this year, I wrote a blog about a program I’ve been following* to help meet some health & fitness goals. As I’m a little more than halfway through the program, I have found many of the daily lessons to have applications to many facets of life, including...
by Jeannette Jones | Jun 6, 2018 | Personal Stories
I grew up in a family where work was almost our religion. My parents both worked outside the home and our evenings, weekends and summers were filled with farming, rehabbing houses, and taking care of rental properties, but Sunday was different. On Sundays we went to...
