Who is not busy these days? I haven’t met a parent yet with multiple kids who aren’t over-prioritized and over-scheduled. The hardest step in any project, but especially financial planning, is the very first step: just getting started! Who wakes up in the middle of the night in a cold sweat thinking I have to have a financial plan? No … Read More
Paul Fenner to Fatherly – The Biggest Financial Mistakes Parents Make — And How to Avoid Them
TAMMA Capital Founder Paul Fenner shared insights with Fatherly on the most common financial mistakes parents make — and how to change course before it’s too late. The article originally appeared on Fatherly here. Following is an excerpt from the article. With its high levels of stress and few hours of sleep, becoming a parent is a surefire recipe for sloppy financial … Read More
Wealth Planning is For Everyone
Have you ever felt like wealth planning is something only “other people” should do? The best wealth management plan has nothing to do with “outside forces” beyond your control, but rather everything to do with what’s most important to you. Instead of feeling overwhelmed by the supposed complexity surrounding financial decisions, a straightforward wealth management plan can bring clarity and … Read More
How To Start Saving For Your Child’s Education At Almost Any Age
By Paul Fenner, CFP®, ChFC®, CRPS® The general consensus is that parents should start saving for their child’s tuition when they are very young, which will allow the money invested to increase exponentially in value. However, for some parents, particularly those who are still paying off their own student debt or who may have underfunded retirement accounts, contributing significant amounts … Read More
We Can’t Grow Without Our Families
By Paul Fenner, CFP®, ChFC®, CRPS® At TAMMA Capital, our business is different from other businesses in a few ways, but perhaps one of the main differences is how we grow and flourish. Our growth is primarily attributed to our client families who let their friends and family know who we are and what we do. We are incredibly grateful … Read More
What We Do & How We Can Help
By Paul Fenner, CFP®, ChFC®, CRPS® It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have essential responsibilities like raising multiple children and providing for your family. When you need help, how do you know who to turn to? Who can you rely on to understand your life and guide … Read More
Why I Became A Financial Advisor
By Paul Fenner, CFP®, ChFC®, CRPS® Growing up I had a front-row seat to the anxiety and angst financial insecurity causes. My family was middle class, maybe slightly below, and I knew from a young age that there had to be a better way. Couple that background with a fascination with the stock market, and the seeds of a future … Read More
Your 2021 Tax-Preparation Checklist
By Paul Fenner, CFP®, ChFC®, CRPS® With everything this past year has thrown at us, the last thing you probably feel like doing is thinking about taxes. But, like it or not, tax season is here, and the better prepared you are, the sooner you can shake off that stress and spend your time doing what you love instead. And … Read More
What I learned from My Trip to Disney World
Whenever I go on a trip it typically turns into a research or fact-finding adventure for me. Recently my family of six headed south to Disney World in Florida. I have personally owned Disney stock for nearly ten years and had been to Disney World twice, once as a child and another as an adult in my late 20’s. While … Read More
The Disciplined Pursuit of Less
As another holiday season winds down, this HBR article titled The Disciplined Pursuit of Less definitely caught my eye. To my surprise, this article is actually about life choices and, more specifically, career choices. In the piece by Greg McKeown, CEO of THIS Inc, McKeown argues that “success is a catalyst for failure.” McKeown goes on to point out why successful people and organizations … Read More
