Lifestyle

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!

How to Crack Into the World of Financial Planning

by Eric Nager on Jan 12, 2018

Finance, Savings, Lifestyle

Millennials get a bad rep. Too often does the media say that they’re lazy, unmotivated to work hard, and frivolous with their spending habits. On a weekly basis, absurd articles pop up criticizing lifestyles, going as far as saying that buying avocado toast is the reason so many can’t afford a house… Ridiculous, right?

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