Research is increasingly shedding light on an often overlooked fundamental truth—happiness is essentially the outcome of our conscious choices. Every decision we make mirrors our priorities and establishes a subtle yet significant connection with our overall happiness. One could say that the checkbook stands as a testament to this truth. I have a phrase, “the checkbook never lies.” Show me … Read More
Building a Financial Future that Reflects You: A New Perspective on Wealth Management
The best wealth management plan has nothing to do with “outside forces” beyond your control but everything to do with what’s most important to you. Instead of feeling overwhelmed by the complexity surrounding financial decisions, a straightforward wealth management plan can bring clarity and peace of mind about which strategies will work best for your family. Behind the scenes, a … Read More
Are You Kicking the “Can” Down the Road?
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, especially financial planning, is the first step: just getting started! Who wakes up in the middle of the night in a cold sweat, thinking I must have a financial plan? No one. Care About … 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 witnessed firsthand the anxiety and distress caused by financial insecurity. Coming from a middle-class background, I knew from an early age that there had to be a better way. Combined with my fascination with the stock market, this planted the seeds for a future career in the finance industry as a … Read More
Your 2021 Tax-Preparation Checklist
By Paul Fenner, CFP®, ChFC®, CRPS® With the challenges we’ve faced in the past year, thinking about taxes may not be at the top of your mind. However, being well-prepared for tax season can help you alleviate stress and focus on what you love. To ensure a smooth tax-filing experience, we have created a comprehensive 2021 Tax-Preparation Checklist to help … Read More
