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...
View ArticleWhat’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...
View ArticleThe Post-Death Family Drama I Didn’t See Coming
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...
View ArticleA Difficult Conversation
Last night I learned my father had a Transient Ischemic Attack or TIA, sometimes described as a mini-stroke. He was standing in the driveway, talking to my mother about the mums she had planted, and...
View ArticleUncomfortable Conversations – Part II
As we age, the financial services industry bombards us with invitations to steak dinners and seminars promising to reveal the secrets for protecting our assets from estate taxes, probate expenses and...
View ArticleSomething for Everyone
As I prepared for this week’s blog, I went back over a folder I keep of magazine clippings, conference notes and other ideas jotted down in chicken scratch (that may be an insult to chickens) and...
View ArticleIt’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...
View ArticleIt 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...
View ArticleAdopting 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...
View ArticleImportant, But Not Urgent
Financial planning is sometimes compared to going to the dentist. People don’t really look forward to it, even though they know having their finances in order is good for them. Here at TAAG, once...
View Article
