Latest Posts

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

by Ray Sagner on Sep 28, 2023

Investments, Savings, Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public sentiment. Lately, the chatter about market downturns and fiscal squabbles in Washington has reached a fever pitch. So, let's break it all down for better understanding.

How to Stop Subconsciously Sabotaging Your Financial Goals

by Ray Sagner on Aug 23, 2023

Lifestyle, Investments, Finance, Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re missing the big picture and setting our goals with blinders on.

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

by Ray Sagner on Aug 9, 2023

Investments, Finance, Lifestyle, Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn't just help connect the dots; they can help you reveal additional possibilities you hadn’t even considered! Let's explore why.

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?