Latest Posts

How Technology Can Help if You Suddenly Become a Caregiver

by ericnager on Feb 5, 2019

Caregiver, Technology, Senior Living, Safety, Health, Retirement
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

Family, Finance, Lifestyle

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

Finance, Lifestyle

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.

5 Things to Teach Your Kids About Finances

by Eric Nager on Nov 28, 2018

Education, Family, Savings

If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with commercials for everything from the latest gadget, to some dreadful snack that features something gooey and/or messy. It’s also safe to bet that many of these kids run to their parents, wanting to buy some or all of these items.

Things You Should Know About Social Security and Your Retirement

by Eric Nager on Oct 26, 2018

Retirement

With more than 95% of American workers currently covered by Social Security, there are some things about this massive retirement program that you should probably know.  If you’re still in your forties or fifties, you can probably wait a few years to learn the intricacies of Social Security, but if you’ve recently entered your 6th decade on this planet, here are a few things you should be aware of:

All Donations Are Not Created Equal

by Eric Nager on Oct 15, 2018

Finance

Giving money to philanthropic causes is important to many of us. Year end giving in particular is popular with both donors and charitable organizations. The most common way to give money for most people is to simply write a check or put a donation on a credit card. The charity then typically sends us a receipt for our donation, and everyone is happy.

Not so fast.

Document Retention

by Eric Nager on Sep 27, 2018

Lifestyle, Savings, Technology

Is your garage overflowing with bank statements and paid bills from ten years ago?  Are you unsure about what documents need to be retained and what can be tossed? Speaking of tossing, what documents can be tossed in the trash, and which should be shredded?  Are you wanting to finally get control of your documents? If so, here are some suggestions for getting that paper under control today.