Latest Posts

How to Boost Your Financial Literacy: 5 Simple Tips for Success

by Ray Sagner on May 23, 2023

Finance, Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy probably cost you at least $500 last year alone.1

Think of it as a type of financial illiteracy tax. However, there is good news: you do NOT have to keep paying it year after year. 

The more you brush up on your financial knowledge, the better you’ll be at making more informed choices with your money and staying on track with your financial goals.

So, how do you do that?

Top 5 Financial Terms You Should Understand

by Ray Sagner on Jan 5, 2023

Finance, Investments

In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better understanding of what a recession really is. What the Dow Jones Industrial Average? You probably hear that every night on the news and you know that it has something to do with the stock market, but aren't sure of the details.

Here are some common terms you hear frequently and a simple explanation of what they really are:

Charitable Giving: How Your Gift Gives Back in Tax Deductions

by Ray Sagner on Dec 29, 2022

Finance, Tax Planning

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations.