Latest Posts

Top Strategies for Charitable Giving

by Eric Nager on Apr 23, 2019

We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history.

But anytime that we give our money to an organization, it’s important to do our due diligence, ensuring that the funds that we give will be used effectively.

Start Saving for Retirement Today

by Eric Nager on Mar 29, 2019

Time certainly goes by fast. One day you’re interviewing for your first job and the next thing you know you’re a few short years from applying for Social Security.

If you’ve planned for your retirement, you’ll likely have a good stash of funds saved.  But the unfortunate news is that according to the Insured Retirement Institute, 42 percent of baby boomers have nothing saved for retirement, and even those that have saved don’t have nearly enough to survive on.

Finance Financial Missteps

by Eric Nager on Mar 13, 2019

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well. Even money mistakes that are corrected early enough will have little impact on your wealth going forward.  What you do want to avoid are money mistakes that can be hard to recover from. Here are just a few:

How Technology Can Help if You Suddenly Become a Caregiver

by Eric Nager on Feb 5, 2019

You’ve seen the cycle with friends. Their parents became frail and now need help doing basic things around the house, scheduling their transportation, and keeping track of meds. Your friends are concerned about their parents’ ability to live safely on their own. They tell you about technology that’s helped them with caregiving. You listen politely and put it in the back of your mind. That’s not your situation—not yet.

The Financial Cost of Owning a Pet

by Eric Nager on Dec 26, 2018

Has a dog or cat grabbed hold of your heart?  It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog or cat parents in minutes. With animal shelters across the U.S. frequently at their max, there are a record number of dogs and cats available for adoption. Of course, there are also those that are looking for a particular breed, and are willing to spend hundreds, if not thousands of dollars when they find it.

Charitable Donation Details

by Eric Nager on Dec 19, 2018

Donating money to our favorite charitable organization is a year-end ritual for many of us. While monthly giving has gained in popularity in recent years, most of us still tend to open up our wallets just a bit wider at the end of the year.

But what about the organization that we’re giving to? What are they required to do once they receive our donation?  If you’re unsure, here’s a quick run-down of what you should expect.