How to Boost Your Financial Literacy: 5 Simple Tips for Success
by Ray Sagner on May 23, 2023
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
Financial FAQs
by Ray Sagner on Jan 26, 2023
From retirement savings to living abroad, here are some of our commonly asked questions.
What does "Wealth" Mean to You?
by Ray Sagner on Jan 19, 2023
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Top 5 Financial Terms You Should Understand
by Ray Sagner on Jan 5, 2023
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
Charitable Giving: How Your Gift Gives Back in Tax Deductions
by Ray Sagner on Dec 29, 2022
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
Paws and Effect - The annual cost of pet ownership and how to reduce costs
by Ray Sagner on Dec 15, 2022
There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little
What are the Benefits of Saving Early?
by Ray Sagner on Nov 24, 2022
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
Personal Finance Mistakes to Avoid
by Ray Sagner on Nov 3, 2022
Are you making one of these common financial mistakes? Here are some steps to consider.
4 Tips for Minimizing Financial Anxiety
by Ray Sagner on Oct 13, 2022
Here are some things to consider if your financial anxiety is keeping you up at night.
Financial Planning Basics: Creating and Maintaining a Budget
by Ray Sagner on Sep 22, 2022
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
What to Do With with a Sudden Windfall
by Ray Sagner on Sep 8, 2022
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Family Business vs. Family Boundaries: Drawing the Line
by Ray Sagner on Aug 30, 2022
Mixing family and business can be tough. Is it possible to create healthy boundaries?
