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June 24, 2014 in Family Money, Insurance, Risk Management, Young Adult Series
My son Dominic is 18 and a high school graduate, as of this week! Knock on wood, he’s had only one near-miss since he began to drive. Only days after receiving his permit, he and his dad were driving to school when a kamikaze deer leaped in front of the car. Devon, his younger brother, was waiting at the school bus stop and witnessed the event. Unfortunately, the deer had...

June 10, 2014 in Business Planning, In The News, SageBroadview News
Complementing our mission to help individuals and families appreciate the wealth of their lives, we were thrilled to be recognized for our recent business development initiatives in the June 2 Financial Advisor magazine feature story, “The Next Level.” The article shares the tale of the January 2014 merger between SAGE Advisory Group and Broadview Financial Planning to form SAGEbroadview Financial Planning. From the outside, we hope we made it look...

June 3, 2014 in Insurance, Risk Management, Young Adult Series
In our last post, “The Ins and Outs of Insurance Coverage,” we described some of the ways an objective advisor can help you select from the wide range of good, bad and occasionally ugly insurance possibilities available. In this post, we share a case study, revised with permission from an original, advisor-oriented piece by Low Load Insurance Services, Inc. "I'm Covered with Group Disability at Work." Really? Look again...