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
-
Accounts for Two: A Team Approach to Retirement Savings
Even if most of a married couple’s retirement assets reside in different accounts, open communication and teamwork can help them craft a unified retirement strategy.
-
Phased Retirement Can Help Smooth the Transition
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
-
Indexed Annuities: Potential for Growth with Some Downside Protection
This article provides an overview of indexed annuities.
-
HOT TOPIC: Real Estate Commission Changes Around the Corner
The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.
Calculators
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Car Affordability
How much can you afford to pay for a car?
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.