Sage Advice for Wealth Management

Sage Financial Innovations is an independent financial services firm with over 25 years of experience in service to individuals and businesses. Our professional expertise in financial services includes retirement and estate planning (from investment advisory representatives of Lincoln Financial Securities Corp., a Registered Investment Advisor), tax minimization strategies, college funding and various insurance products, and services which allows us to work with our clients in a variety of situations to develop uniquely customized strategies designed in pursuit of your business and retirement goals.
Newsletters
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Home Energy Rebates Could Save You Money
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
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What’s Your Real Return?
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
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Look Out for Observation Care
The use of observation care, during which a patient may be in a hospital room with hospital services but is not officially admitted, has raised concerns for both patients and providers.
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Indexed Annuities: Potential for Growth with Some Downside Protection
This article provides an overview of indexed annuities.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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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.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?