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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Moving to Another State? Consider These Tax Moves
Moving to a new state may have tax consequences that can follow you long after you settle in.
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Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
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Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Accumulation
Estimate the future value of your current savings.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.