At Tappan Financial Group, we have over 40 years of experience navigating business and economic cycles to help you preserve and build your wealth. We’re committed to building a trusted relationship with you to help you address the complexities of your financial life in a way that makes sense to you.
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.
While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How much will it cost to pay off a loan over its lifetime?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.