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.
The New Normal Retirement
by Eric Nager on Jul 19, 2022
There's more to preparing for retirement than just saving. Here's what to consider.
We Are Now Officially in a Bear Market
by Eric Nager on Jun 27, 2022
Talking to your Aging Parents about Finances
by Eric Nager on May 17, 2022
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
Thinking of Filing for a Tax Extension? Here's What You Should Know
by Stephanie Gill on Apr 27, 2022
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
