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
-
HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand
This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
-
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.
-
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.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Car Affordability
How much can you afford to pay for a car?
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Lease Payment
How much would your monthly lease payment be?