“We make a living by what we get, but we make a life by what we give."
— Winston Churchill
Experience a New Level of Service
Whether for you or your family, managing your finances and preparing for retirement can be daunting tasks. You need a financial professional you can rely on for guidance, someone who will truly listen to your needs and goals.
We engage you in a process that is not a once in a lifetime event. Our process is evolutionary, taking into account your resources, the financial decisions you need to consider, and the ongoing changes in your life. This detailed and integrated approach is capable of addressing many of your financial concerns.
By working with Sage Investments now, you may take control of your finances so they don’t take control of you. The sooner you start, the more time you’ll have to explore your options and take action toward helping achieve your dreams for the future.
We look forward to the opportunity to learn how we can help you realize your financial goals. Let’s get started.

Preserving History in Milanville
The former General Store which houses the offices of Sage Investments dates from the 1800s and has been in Josh’s family since the early 1930s. In October 2010, the building was given a Historic Preservation Award by the Wayne County Historical Society.
When you come in, you’ll be able to enjoy some of the interesting artifacts that were uncovered during our renovations.
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Newsletters
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
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Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
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HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings
A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.