Sage Wealth Management
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind:
- Investment management
- Retirement income planning
- Insurance and risk management
- Cash flow management
- Employee benefits
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Newsletters
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Catch Up for a More Comfortable Retirement
Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.
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Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
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Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
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Look Out for Observation Care
The use of observation care, during which a patient may be in a hospital room with hospital services but is not officially admitted, has raised concerns for both patients and providers.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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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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Long-Term Care Self Insurance
Will you be able to afford nursing home care?


