Lifestyle

Easy Ways to Financial Health

by Eric Nager on May 31, 2019

Lifestyle

We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck. Fortunately, most of us fall somewhere in-between, putting away money at times, while making frivolous purchases at other times.

If you are looking for a better, more effective way to bolster your savings, here are a few suggestions that are easy to follow and will have you on the path towards a more sustainable savings balance in no time:

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.

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.

Informed Donating

by Eric Nager on Apr 27, 2018

Family, Lifestyle

The U.S is considered the most generous country in the world, with two-thirds of Americans giving to charities annually. And this number continues to grow, with giving levels increasing every year since 2009.

In 2016, an estimated $390 billion was given to charity in the U.S. – an increase of 1.4 percent over 2015 totals, with individual giving accounting for 72 percent of all giving. Religious organizations led the list of recipients, receiving over 32 percent of individual donations, followed by Education, with 15 percent of donations, then Human Services, with 12 percent.

Business Owners’ Personal and Family Security Risks

by Eric Nager on Feb 28, 2018

Lifestyle, Risk Management

Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it also comes with additional risk exposures. In a 2011 Zogby survey, 92 percent of people with a high new worth indicated concerns over the possibility of home invasions, muggings, kidnapping, and even random street crimes. Not mentioned widely was the ever increasing risk of cyber crime, which can do serious financial, reputation and identity damage.

Financial Planning for Newlyweds

by Eric Nager on Feb 9, 2018

Finance, Lifestyle, Family

Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about finances. Let’s be straight, financial talks should be had well before the ring, but did you know that “68 percent of engaged couples surveyed held a negative attitude about discussing money with their fiancé.1

That’s a staggering percentage of couples who are afraid to have ‘the talk’. Below are a few tips and areas to consider if you’re in a serious relationship, newly engaged or if you’ve tied the knot!

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