Savings

Do Your Donor Due Diligence

by Eric Nager on Jan 14, 2020

Finance, Savings

If you’re like most Americans, you make the majority of your donations to charitable organizations in November and December. But as you get ready to pull out

Avoiding Retirement Woes

by Eric Nager on May 20, 2019

Savings, Retirement

How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known

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

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