NEWS & INSIGHTS
For most Americans, their home is their largest asset. Making sure it’s adequately insured and protected is important. This is a critical consideration today given significant housing price increases that might not...
If you have a long term care insurance policy, you know the premiums are expensive and you want assurance that the policy will pay in the terms you envision should you ever need it. Unfortunately, one simple oversight...
When it comes to estate planning, it’s easy to opt for the fastest, simplest and cheapest path forward. Sometimes that includes using transfer on death (TOD) or payable on death (POD) account registrations to avoid...
While financial downturns are not pleasant, nor welcome, they can present some financial opportunities that are worthy of consideration. We review a few financial strategies that could be beneficial to you, your family...
Sound wealth management includes keeping your financial information organized and secure, so that it’s easily accessible, but only to you and the people you nominate. When it comes to storing financial paperwork,...
As an independent financial advisor, SageVest Wealth Management offers unbiased advice that extends to all aspects of your wealth management, including insurance considerations. Appropriate insurance levels protect...
Many of us are experiencing life for longer. It’s increasingly common to live 20-30 years in retirement. More of us are also experiencing a single lifestyle, either as a deliberate life choice, or as a result of...
It’s an unfortunate fact that there are criminals out there whose only job is to part you from your hard-earned wealth. They work around the clock, operating a variety of common financial scams designed to steal your...
The outlook for annuities was dim in 2017. Now that the Department of Labor (DOL)’s fiduciary rule has, at a minimum, been postponed, annuity sales could be on the rise, as commission-based agents have the ability to...
Regardless of how you’ve accumulated your wealth (through earnings, inheritance, or a windfall), your wealth is meaningful to you and deserves protection. There are a myriad of risks that exist with the potential to...
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