Financial FAQs
by Eric Nager on May 24, 2023
From retirement savings to living abroad, here are some of our commonly asked questions.
Creating an Investment Philosophy
by Eric Nager on Apr 12, 2023
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
Organization Tips to Help Take Time off Taxes
by Eric Nager on Mar 16, 2023
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Retiring Abroad
by Eric Nager on Feb 14, 2023
Spending your retirement years in a new country can be exciting, so long as you're prepared.
What does "Wealth" Mean to You?
by Eric Nager on Jan 20, 2023
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Unwrap a Holiday with Less Financial Stress
by Eric Nager on Dec 20, 2022
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
Medicare in 2023: Here's What You Need to Know
by Eric Nager on Nov 2, 2022
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
Market Update
by Eric Nager on Sep 16, 2022
Last month the market had a strong rebound from the June lows, but now we are in the midst of a second leg downward. As of the time of this writing, the market has given back roughly half of its recent gains. Most likely the downward pressure is not over; and, along with that pressure, we are in the most difficult period of the year historically for stocks (September to October).
Family Business vs. Family Boundaries: Drawing the Line
by Eric Nager on Sep 8, 2022
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Finance Lessons for Your Teen
by Eric Nager on Aug 17, 2022
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
