Latest Posts

Business Owners’ Personal and Family Security Risks

by Eric Nager on Feb 28, 2018

Lifestyle, Risk Management

Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it also comes with additional risk exposures. In a 2011 Zogby survey, 92 percent of people with a high new worth indicated concerns over the possibility of home invasions, muggings, kidnapping, and even random street crimes. Not mentioned widely was the ever increasing risk of cyber crime, which can do serious financial, reputation and identity damage.

Financial Planning for Newlyweds

by Eric Nager on Feb 9, 2018

Finance, Lifestyle, Family

Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about finances. Let’s be straight, financial talks should be had well before the ring, but did you know that “68 percent of engaged couples surveyed held a negative attitude about discussing money with their fiancé.1

That’s a staggering percentage of couples who are afraid to have ‘the talk’. Below are a few tips and areas to consider if you’re in a serious relationship, newly engaged or if you’ve tied the knot!

How to Crack Into the World of Financial Planning

by Eric Nager on Jan 12, 2018

Finance, Savings, Lifestyle

Millennials get a bad rep. Too often does the media say that they’re lazy, unmotivated to work hard, and frivolous with their spending habits. On a weekly basis, absurd articles pop up criticizing lifestyles, going as far as saying that buying avocado toast is the reason so many can’t afford a house… Ridiculous, right?

The Tricky Truth of Inheritance in the 21st Century

by Eric Nager on Dec 26, 2017


Inheritances are a complicated thing. Not only are there often strings attached in the eyes of the government, unexpected taxes, and complicated bequeathments, but there are also potential conflicts within families. And not to mention the fact that the potential windfall was the result of a relative's death. Inheritances are very complicated.

An Estate Planning Primer for Business Owners

by Eric Nager on Dec 12, 2017

Estate Planning

As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate. Yet, it is the one area of their financial picture that, if not thoroughly planned and managed, could have the most devastating consequences for their family and their business.

Protecting Your Intellectual Capital

by Eric Nager on Nov 22, 2017


Many people, who have achieved success and wealth through their business, have done so with their intellectual capital. What exactly is intellectual capital? This is the sum of the business’ hidden assets, such as its human resources, knowledge, intellectual property, and all of the client and stakeholder relationships that bring immeasurable value to the company. In essence it is your “secret sauce,” which gives your business its competitive edge. When the recipe is lost or stolen, your business can lose most, if not all of its value.

Is 'Freedom 55' an Option Anymore?

by Eric Nager on Aug 15, 2017

Have you ever stopped to wonder why 60 is considered retirement age? Some public services - like the police force in certain countries - require you to stop working at 60. For most, retirement age, which traditionally varies from 60 - 65 simply refers to when you’re entitled to receiving your pension plan, whatever that may be.1 Thousands of man-hours go into determining when the appropriate age is to allow for citizens to get support from the government.