Wealth Planning is For Everyone

Paul FennerPersonal Finance

wealth planning

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

Paul FennerEducation Planning, Life Transitions, Personal Finance

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

Paul FennerLifestyle, Personal Finance, Portfolio Management

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

Paul FennerPersonal Finance, Portfolio Management, Retirement Planning

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

Paul FennerPersonal Finance

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

Paul FennerPersonal Finance, Tax Planning

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

Paul FennerPersonal Finance

Walt 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

Paul FennerPersonal Finance

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

How To Find Work That You Love

Paul FennerPersonal Finance

One of the topics that I discussed in a presentation that I gave on 401(k) & 403(b) rollovers is that you have multiple options.  However, before you decide what option may be best for you, I encourage people to sit down and answer the following three questions: What worries you about your financial future? How do you envision your life? … Read More

Financial Planning for People Who Get Married Later in Life

Paul FennerPersonal Finance

Empty Nest

Financial planning for people who get married later in life tends to be a bit more complicated due to divorce, children, debt, and assets that people who marry younger tend not to deal with.  However, anyone ready to walk down the aisle needs to pay serious considerations to both lifestyle and finances that can impact both families.  There are a … Read More