Powers of Attorney for College-Age Children

Why Legal Preparedness Matters and How to Create these Documents Powers of Attorney for College Age Children As parents, sending a child off to college

August 28, 2024

Empowering Financial Conversations: A Parent’s Guide to Talking Money with Kids

Discover how to navigate tough money questions with your children while fostering a positive relationship with money in our latest article. Learn valuable insights and strategies with the guidance of your Wealth Advisor. Start shaping your child’s financial future today!

March 22, 2024

Securing Your Legacy: Leveraging the Benefits of Family Trusts

Family trusts serve as vital instruments for managing wealth across generations, offering a range of benefits including streamlined asset distribution, tax mitigation, and privacy maintenance.

March 13, 2024

Strategic Integration: Leveraging Roth IRA for Children

Navigating the complexities of small business dynamics involves considering the financial well-being of children engaged in family enterprises. Among the array of options, integrating a Roth Individual Retirement Account (IRA) into their compensation structure stands out as a prudent choice, offering mutual benefits for both the young contributors and the business at large.

March 4, 2024

Understanding How a Government Shutdown Impacts You & Your Tax Filing Obligations

As we approach the start of tax filing season, we would like to take a moment to bring your attention to the possibility of a government shutdown. Though the timing and likelihood are uncertain, this may have an impact on service deliveries from the Internal Revenue Service (IRS).

February 28, 2024

Navigating Money Blind Spots: Strategies for Smarter Investing

Learn how to recognize and address blind spots in your investment strategy in this article. Discover key insights and practical tips to help you invest with clarity and foresight.

February 21, 2024

Navigating Your Future: Exploring SECURE Act 2.0 Adjustments

Discover the key updates under the SECURE Act 2.0 and how they may impact your retirement planning. Stay informed and empowered on your financial journey.

February 13, 2024

Strategies Unveiled: Choosing Between Active and Passive Investing

The ongoing debate between investors and advisors regarding active versus passive investing has been reignited amid a market downturn attributed to rising interest rates over

January 30, 2024

Smart Choices in Retirement: Unraveling the Withdrawal Strategy Puzzle

When considering retirement planning, the emphasis often falls on the accumulation phase—dedicated saving and strategic investments over several decades. While individuals spend 40 or more years building their financial “nest egg,” priorities shift after retirement, necessitating a reevaluation of financial focus.

January 23, 2024

New Year, Lasting Change: Strategies to Ensure Your Resolutions Stick

Embarking on a New Year’s resolution signals a commitment to cultivating better habits, yet bridging the gap between making and keeping these resolutions proves challenging for many. As the initial fervor wanes, resolutions often fade from memory by mid-February. However, with strategic tips, sustaining your resolution throughout 2024 becomes achievable.

January 16, 2024

IRS Update – $600 Reporting Threshold for Third-Party Payment Platforms Forms 1099-K

Over the last few weeks, there have been several communications from the IRS about the $600 reporting requirement threshold for 3rd party settlement firms such

December 30, 2022

SAGE Team Update – Welcome Gina Goldman!

We are excited to announce the addition of Gina Goldman to our team! Gina joined SAGE in May 2022 with more than 8 years of client service experience

September 7, 2022

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