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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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
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Be Storm Smart: How to Prepare for Extreme Weather
More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
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What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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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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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.