The Sage Largesse Endeavor

06/14/2023

https://m.facebook.com/story.php?story_fbid=573632654924285&id=100068326652685&mibextid=ZbWKwL

06/13/2023

It's going to be a full house tomorrow night at Daddy O's in Hopewell Junction. We will be educating 50+ local residents about enrolling in Medicare for the 1st time, what are each person's roles and responsibilities in the process, the differences between Medicare Advantage vs Medicare Supplements and so much more!

If you missed out on this opportunity but have questions or would like to know when our next event will be, don't hesitate to reach out. We're always here to help!

04/15/2022

Lots of great strategies in this article, but it's a long term financial plan that's going to help you meet any generational wealth transfer goals. If you'd like to learn more, let's talk.

The so-called Great Wealth Transfer is underway. More than 10,000 baby boomers are turning 65 every day, and over the next 20 to 30 years trillions of dollars' worth of wealth will transfer to the next generation or generations. Your ability to participate in … Continue reading → The post How to...

04/13/2022

Just a friendly little reminder 😬



National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest (LSW), Addison, TX, and their affiliates. Each company of National Life Group® is solely responsible for its own financial condition and contractual obligations. LSW is not an authorized insurer in New York and does not conduct insurance business in New York.

06/25/2021

Taking care of those that take care of others. Meeting employees on this beautiful afternoon!

04/12/2021

One Year Later: We’ve Learned How To Become Resilient — It’s been remarkable just how many punches a lot of people have had to roll with since the pandemic upended what we thought of as normal. And yet, people have rolled:

If we’ve learned anything over the past year, it’s how resilient we can become when we need to be. In our work lives, personal lives, business lives, the way forward has been marked by our ability …

04/09/2021

This is one of those articles that has some good reminders about planning for your financial goals, but I wouldn't wait until 60 to start asking yourself these questions. Need some help? Let me know.

Retirement is an exciting milestone, and planning becomes even more crucial once you get within a few years of saying goodbye to your career. As we turn 60 and inch closer to retirement, there are important questions to answer.

04/08/2021

Actually making the decision to retire and use all that money you have saved can be tough for a lot of people. Make sure that you're prepared and continue to actively manage your finances throughout retirement, and if you're concerned about doing that on your own, work with an advisor. We can help you stay on track.

Financial planners see people making these six money mistakes all the time, and they can endanger your retirement. Here are six surefire ways to kill your retirement – and how to get back on track from them.

02/01/2021

This article offers some great background on what a small tax change embedded into the recently passed CARES Act 2.0 could mean for permanent life insurance.

Federal lawmakers’ big year-end spending package includes a little-noticed revision of the tax code that is likely to boost sales of life insurance, particularly for wealthy Americans.