/ TAG Wealth Management

A comprehensive strategy is imperative to optimize resources and ensure the financial plan’s success

It is important to have conversations about your estate plan with your children: These discussions may not be easy to have, but they are necessary

Although many indicators suggest that a recession may be on the horizon, there are also many reasons to believe one will not occur

Transitioning a business to the next generation demands careful planning

Divorce negotiations often trigger a series of decisions that have implications for your financial future long after the divorce is final

We’ve found that once the qualitative aspects of a financial plan and a legacy plan are firmly rooted, all of the quantitative elements come much more easily