How to Reprogram & Improve Your Money Mindset
by Eric Nager on Dec 6, 2024
What’s the first thing you think of when it comes to money?
Are your thoughts more positive or negative?
Whatever’s natural to you can speak to your money
Practical Tips: How to Avoid These 4 Estate Planning Missteps
by Eric Nager on Aug 30, 2024
First, let’s start by uncovering the most common mistake in estate planning…
Surprisingly, this frequently made mistake might already be on your doorstep. A
Your Role & Responsibilities as an Agent in a Power of Attorney (POA)
by Eric Nager on Jul 12, 2024
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
Top 4 Social Media Money Scams & How to Spot Them
by Eric Nager on May 14, 2024
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1
There have been more
Negotiating a Great Mortgage in a High Rate Environment
by Eric Nager on Oct 20, 2023
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer
by Eric Nager on Aug 23, 2023
Are you currently negotiating a new job offer or searching for a new role?
This article aims to guide you on your journey.
The question is: how do you ensure
Financial FAQs
by Eric Nager on May 24, 2023
From retirement savings to living abroad, here are some of our commonly asked questions.
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.
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.
Why Financial Professionals Are Still Important
by Eric Nager on Feb 16, 2022
With the popularity of robo-advisors, are financial professionals still necessary?
Ups and Downs of Online-Only Banking
by Eric Nager on Sep 1, 2021
The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients
