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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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If You Don’t Have a Will, You Probably Should
Do you have a will? If not, this article offers three key reasons why you should.
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Women Face Challenges in a Post-Pandemic World
As the COVID-19 crisis eases its grip on the economy, here are some ideas to help women reexamine their retirement planning strategies.
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When Two Goals Collide: Balancing College and Retirement Preparations
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
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Looking Back, Looking Forward
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?