Aric McGriff

What is conditioned thinking? It is the process our brain goes through when it has been exercised repeatedly to think a certain way. Conditioned thinking is to our mind like weight lifting is to our muscles or running is to a marathoner. With a marathon, you get the first mile into the race and your…

How Keeping an Open Mind Helps Develop a Healthy Financial Perspective There’s no doubt the coronavirus has made the last year incredibly challenging. Every time we turn on the radio or tune into the news, we’re told we need to accept the “new normal” brought on by the pandemic. While we don’t disagree that things…

How Financial Preparedness Helps You Plan for the Unexpected Sage Wealth Strategy is built on four founding principles: long-term thinking, tapping into infinite knowledge, empowering others, and making a generational impact. These core principles play a significant role in everything we do and the people we serve. In this blog post, we want to talk more…

The Founding Principles of Sage Wealth Strategy Over the years, we’ve found that the best client relationships are often with those who have similar values to our own. So, it got us thinking about the importance of understanding your founding principles. Having a clear picture of who you are and what you want to achieve…

Taking Control of Your Finances Isn’t a Threat to the Economy Every once in a while, we come across an article that has us scratching our heads. That’s exactly what happened when we read an article published on CNN Business titled, “New threat to the economy: Americans are saving like it’s the 1980s.” The article highlights two…

How to Reduce Your Tax Liability While Saving for Retirement When it comes to your finances, there are three wealth destroyers to be aware of: taxes, inflation, and fees. Today, we will be looking more closely at taxes in relation to traditional retirement vehicles like a 401(k) and IRA. Keep reading to find out how you can…

Did you know, approximately 10,000 baby boomers turn 65 every day? From early adulthood and beyond, we’re taught that retirement planning is essential to our financial future. While not wrong, this idea can put a strain on young adults and baby boomers alike. The truth is, retirement planning isn’t as cut and dried as an employer-sponsored 401(k). There…

When most people think of life insurance, they are often thinking about term life insurance. Term life insurance is used to cover death risks in a given time frame, and typically comes with a higher death benefit and has lower premium costs. However, there’s an alternative to term life insurance. Whole life insurance differs from…

People are often conditioned to associate financial advice with investment portfolios. However, there is much more to managing and growing wealth than this. To plan for a healthy financial future, it is important to take a look at your finances as a whole in order to see the big picture. A certified wealth strategist is the key…

We all know how paramount it is to plan for retirement. Yet, with so much information available, it’s no surprise so many people feel overwhelmed. From finding the right retirement vehicles to figuring out how much to save each month, there’s a lot to consider. Even if you feel confident about your strategy, retirement planning…

For many young professionals just starting to accelerate their careers, retirement planning is often the last thing on their minds. But anyone who has retired or is near their retirement will tell you that it’s never too early to plan for it. Starting early puts less pressure on you down the road, and ensures your nest egg isn’t…

Are you a Baby Boomer on the cusp of retirement? Perhaps your years away but want to ensure you’re a good spot to retire comfortably. Either way, properly preparing for retirement is essential. That’s why I often recommend helpful resources to my clients in the pre-planning stage. One of those resources is a documentary called, The Power…