Do I Need Estate Planning?
Posted by SageCreek Planning & Investments on Wed, 05/20/2020 - 15:47
Everyone needs an estate plan, no matter the size of the estate. Not only does this plan help carry out your wishes after your passing, it benefits you while you’re living.
How We Can Help
Posted by SageCreek Planning & Investments on Thu, 03/26/2020 - 13:41
Do you have any of the following concerns?
- Having enough money to last through retirement
- Funding education for children or grandchildren
- Minimizing taxes so that you keep more of your income
- Leaving more of your assets to your heirs or charity
- Being able to handle a crisis such as a serious injury, layoff, or market turndown
- Making sure family members and heirs are taken care of in the event of a premature death
Market Volatility and Your Investing Strategy: Should You Stay the Course?
Posted by SageCreek Planning & Investments on Tue, 03/17/2020 - 11:11
It has been a very difficult couple of weeks in the financial markets. Stock markets worldwide have dropped sharply on the spread of the coronavirus pandemic. Worse, the shutdowns of large parts of the economy as a risk control measure may lead to further declines. With your portfolios down, and with the headlines screaming more risk, what should you do as an investor?
The Triple Tax Benefits of Health Savings Accounts
Posted by SageCreek Planning & Investments on Mon, 02/24/2020 - 15:58
When planning for retirement, most Americans think mainly about using tax-advantaged savings vehicles like 401(k) or individual retirement accounts, while failing to consider the triple tax advantages associated with saving for future health care costs using a health savings account, or HSA.
A Valentine's Day Couple - Susanna and Jason
Posted by SageCreek Planning & Investments on Fri, 02/21/2020 - 11:34
Financial planning tips to help reduce conflict at home.
Ozzy, Parkinson’s & Elder Care Planning
Posted by SageCreek Planning & Investments on Fri, 02/07/2020 - 13:09
Tips to tackle the difficult conversations and how to create a planning team.
Goodbye 2010s, Hello 2020s
Posted by SageCreek Planning & Investments on Tue, 01/14/2020 - 13:22
2019 is a wrap, and we're into a new decade. How did 2019 end up, and what do we need to know going forward?
Retirement Savings: Do Yours Measure Up?
Posted by SageCreek Planning & Investments on Fri, 12/27/2019 - 13:22
When envisioning retirement, you may picture living in tropical climates, traveling and sightseeing at leisure, or doing whatever suits you on any given day. Regardless of your age or circumstance, it might surprise you to learn that a “lifestyle plan” is an important part of retirement planning.
Ten Year-End Tax Tips for 2019
Posted by SageCreek Planning & Investments on Tue, 11/05/2019 - 14:17
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
The Public Wi-Fi Conundrum: Convenient to Use but Easy to Hack
Posted by SageCreek Planning & Investments on Thu, 10/24/2019 - 10:44
In today’s world, we are more connected than ever. Smartphones, tablets, and laptops allow us to communicate with others easily and at all times. But that communication requires an Internet connection—and not all options are created equal.