Update On Hurricane Sally Impact
by Eric Nager on Sep 28, 2020
The Market Has Been Correcting
by Eric Nager on Sep 14, 2020
Paws and Effect - The annual cost of pet ownership and how to reduce costs
by Eric Nager on Aug 31, 2020
There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little whiskers that make for adorable Instagrams, pets give us that warm, cuddly feeling inside. They are part of our families and some of our best friends. But, they can also be a substantial part of a personal budget, especially since it (hopefully) is a long-term commitment that can last for a couple decades. It was estimated that over $62 billion was spent collectively on U.S. pets in 2016.
Should My Child Go Back to College This Fall?
by Eric Nager on Aug 17, 2020
The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020. Students and teachers had to quickly transition to online learning. Many people were laid off and furloughed with no financial backup plan. And now we’re facing the tough decision of whether to send our kids back to school in the fall.
4 Education Investment Accounts to Grow College Savings
by Eric Nager on Jul 29, 2020
Are you anxious about rising higher education costs? College can be a valuable experience, but it’s becoming less affordable since costs are growing at approximately 6% each year, which is more than twice the inflation rate.
7 Important Details About Early Retirement Plan Rollovers
by Eric Nager on Jul 10, 2020
You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are employer-sponsored ones like 401(k)s, 403(b)s, and 457(b)s.
Retirement Success
by Eric Nager on Jun 22, 2020
Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the biggest life changes we experience in our adult lives. Most of us anticipate and save for it for decades. But, going from receiving a paycheck for most of your adult life to living off the wealth you have amassed is no doubt an unnerving transition.
Why Has the Market Been Rallying?
by Eric Nager on Jun 8, 2020
In the midst of the global pandemic, unemployment levels not seen since the Great Depression, and civil unrest with riots in most major US cities, the stock market has been rallying. This would seem strange and difficult to understand unless viewed through the prism of what really drives market prices.
Income Tax 101
by Eric Nager on May 22, 2020
A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can benefit from some level of tax planning, whether that means becoming better acquainted with the various tax savings options available, or making proactive decisions based on your current financial situation. One of the best investments you can make is to visit with a financial or tax advisor to determine just where you may be able to save.
