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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...
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...
October is National Cybersecurity Awareness Month. This annual initiative, sponsored by the Department of Homeland Security, aims to heighten online safety and security for every American. Beginning September 21, 2018,...
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...
October is Financial Planning month, making now a great time to think about your financial preparedness and well-being. Money isn’t everything in life, but it certainly helps to achieve security and to open...
Life insurance can play an important part in your long-term financial planning. It’s one of the simplest ways to protect your assets and transfer your wealth. More importantly, it supports the future financial...
Focus on your family’s financial best interests with customized wealth strategies