LLIS Disability

Open Enrollment Time: Part 2 – Disability Insurance

Sheri’s take: As this year’s open enrollment period goes into full swing, you and your family can use the opportunity to not only review your healthcare coverage, but also to take a fresh look at life and disability insurance coverage available to you. Last week, we were pleased to sh
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Open Enrollment Time: Part 1 – Life Insurance

Sheri’s take: There’s strength in numbers, especially in having a number of well-informed alliances to supplement our own financial know-how. Mark Maurer, CFP®, MBA, president and CEO of LLIS is one such alliance we’ve long maintained – because protecting the wealth you’ve already got
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Health Savings Account

Summer Refresher: Health Savings Accounts, Your Tax-Saving Super Power?

We founded SageBroadview because we love that warm, fuzzy feeling we receive when we can give financial advice that helps others appreciate the wealth of their life. Our favorite investment tips are the kinds that offer a double punch: (1) They’re not common knowledge, so they often g
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Stock Options Out of Jeopardy

Summer Refresher: Four Questions to Keep Your Stock Options Out of Jeopardy

This post may be one of Sheri’s favorites because it represents one of her own earliest financial challenges as well as the inspiration behind her current career. In an earlier career, Sheri was employed by General Electric for 15 years in a variety of roles. As she accumulated compan
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restricted stock units

A Restricted Stock Unit (RSU) Review

Normally, we love to crank out fresh weekly blog posts, just as we’ve been doing since August 2012. That was before Sage and Broadview had even joined forces to become the unified firm we are today. One of our earlier posts from March 2013 happens to be an important one, on a subject
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Pension Maximization for Pre-Retired Families

Pension Maximization for Pre-Retired Families

When my husband Dave retired from GE last summer (although he’s hardly kicking back), we faced a number of important decisions, not the least of which was what to do with his pension. Even with my financial credentials, we decided to call in a specialist to help us weigh the choices a
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RSUs

How Do You Spell “Vested RSU”? We Say: S-E-L-L

Especially when it comes to company stock plans, acronyms abound. Someday, I’m going to invent a secret decoder ring that translates each one into something approaching English. I’ll make a bazillion dollars and retire. In the meantime, let’s decode one important acronym that can some
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