How to Dive into Business Succession Planning: 10 Key Questions
by Eric Nager on Sep 3, 2025
What will happen to your business when it’s time for you to take a step back?
That can be a tough question that many business owners eventually have to face
Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing
by Eric Nager on Jul 23, 2025
Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record
5 Smart Ways to Use Your Tax Refund in 2025
by Eric Nager on May 8, 2025
Tax season might not spark joy, but a refund sure can.
In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of
How to Stay Invested in Volatile Markets Without Losing Sleep
by Eric Nager on Apr 15, 2025
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the
How Hindsight Bias Hurts Investors
by Eric Nager on Jan 7, 2025
How many of your financial choices are based purely on logic?
It could be fewer than you think.
That’s because most of us make money decisions with our
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
A Guide to Pensions & Retirement Benefits
by Eric Nager on Sep 20, 2024
How much do you really know about retirement benefits?
If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement
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
Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg
by Eric Nager on Feb 5, 2024
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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
Creating an Investment Philosophy
by Eric Nager on Apr 12, 2023
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
