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
Understanding Exchange-Traded Funds
by Eric Nager on May 13, 2021
Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d
Financial Management for Couples: When a Spender and a Saver Fall in Love
by Eric Nager on Mar 16, 2021
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
The Basics of Paycheck Protection Program Loans: Round Two
by Eric Nager on Feb 25, 2021
The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working
Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce
by Eric Nager on Jan 27, 2021
If you have children graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new
The Importance of Proper Planning for a Physically Ill Spouse or Loved One
by Eric Nager on Feb 26, 2020
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several
Keeping your Personal Finances in Shape
by Eric Nager on Jan 28, 2020
While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you
