Uncategorized

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…

When most people think of planning for the future, their first thought relates to saving for retirement. While retirement planning is an important piece of the puzzle, many don’t think beyond their early retirement years. Though often overlooked, preparing for long-term care is a necessary part of aging. There are many financial strategies and resources available to those in…

With recent changes to tax laws, many Americans found themselves with much smaller tax refund for 2018 than they anticipated. While most chalk it up to the belief, “that’s just the way government and taxes work,” others are more upset. Believing the government is out to rob you of your hard-earned money is a limiting…

Have you ever associated a certain smell, phrase, or sound to a specific time, place, or person? Maybe the smell of chocolate chip cookies baking in the oven reminds you of your grandma. Or, perhaps you can clearly picture an object in your mind just by hearing its name. Take, for example, a stop sign.…

When planning for retirement, many of us have been conditioned to save using tax-deferred plans like an employer-sponsored 401(k) or IRA. The idea behind these accounts is to allow you to put away untaxed money to save for retirement. Once you’re ready to retire and withdraw the funds, you’ll hopefully be in a lower tax bracket and…

Sage Wealth Strategy was built on the desire to help clients take control of their financial future through education and empowerment. Rather than trying to sell just another financial product, we teach them new processes for managing their money. To get started, each client takes part in a five-step process developed to help them truly understand their current…

One of the most important things you can do when it comes to building wealth is to understand how your money is working for you. Having an idea of the factors that negatively impact your savings and investments will help to limit the damage to your wealth, too. Three wealth destroyers to be aware of…

It’s safe to say planning for retirement is one of the best things you can do for yourself. That being said, it can be a confusing process. There are a lot of elements to consider when determining how much money you’ll need. Not only do you have to think about inflation and how much your…

It’s safe to say most working adults are planning for retirement in one way or another. Even more likely is that they have one common financial goal in mind: to be able to retire comfortably and enjoy our golden years. What some may not be considering though, is whether they’re employing the right strategies to…

This past February, not only was I invited to speak at the 2019 Liberty Forum Conference held in Manchester, New Hampshire, but I had the honor of speaking on the same stage as many industry icons. Liberty Forum is hosted annually by the Free State Project and brings pro-liberty thinkers and activists from all over the world together in…