Wisdom is the principle thing.
This truth especially applies in the area of finances. Wisdom will help you make choices that will propel you in the direction you want to go. One of the primary goals at Sage Investments is to help you gain wisdom, particularly as it relates to your financial plans. Whether you are already a client or are looking for a financial advisor, you'll find a wealth of information in the form of newsletter articles, calculators, and research.
Please contact Sage Investments for a complimentary consultation to address a specific concern you have in mind, gather information on an area of interest, or gain a fresh look at your current positions. Josh Sheard is happy to assist you in finding the answers you are looking for.
Sage Investments appreciates the opportunity to talk with you and serve you and your business.
“We make a living by what we get, but we make a life by what we give."
— Winston Churchill
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Investors who put off important investment decisions may face potential consequence to their future financial security.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
It's easy to let investments accumulate like the junk in a junk drawer.
Are you ready for retirement? Here are five words you should consider.
Have you explored all of your choices when it comes to managing your taxable income?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you have causes that you want to support with donations? Here are three tips.