Category Archives for "Wealth Planning"

Jun 27

Four Ways to Protect Yourself from Ponzi Schemes

I had a friend text me this story about Kevin Garnett, who is yet another high profile athlete or entertainer who has come out on the wrong end of some horrible financial advice (see here and here).  Within the text, my friend asked, “how does this happen to people?”  My response is, as long as […]

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Jun 13

3 Tactics to Help Simplify Wealth Planning

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 peace of mind about which strategies will work best […]

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Jun 09

How to Prepare for a Stock Market Correction

Even when they are expected, market corrections are never easy to go through. However, certain elements can help us through downturns with the most crucial being a solid understanding of why we invest and have a wealth management plan. Planning, along with understanding, can help bring peace of mind when facing uncertain times financially during stock market […]

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May 12

Celebrity Calls Out Mother of Triplets

Recently my wife Theresa had an encounter with a celebrity who is the new brand ambassador of a specific company.  I am not allowed to disclose the celebrity nor the company! During an event, the celebrity (let’s call her Anna) asked in a crowded room of mostly males, “where are my mom’s at?”  At which […]

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Jan 08

The Paradox of Choice

Have you ever thought that having too many choices is a problem?  These days most of society is wired to believe that more choices = better decisions.  That the freedom of choice leads to happier lives. In his article How To Find Happiness In Today’s Hectic World, Eric at Barking Up the Wrong Tree, draws on […]

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Dec 04

Understanding Benchmarks; What Should They Mean?

When I look at what I do for clients at TAMMA, I can break it down into two distinct categories; wealth planning and asset management, and tax preparation.  One of the value propositions that I offer to clients is to have their wealth planning integrated with their asset management.  In my mind, you can’t or […]

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