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

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

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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SageBroadview In the News - mystockotions

SBV In The News: Advisors On Strategies For Equity Compensation And Company Stock At Year-End 2014

Year-end planning can be tricky amid the ongoing impact of the tax-rate changes that took effect in 2013. MyStockOptions.com asked five financial advisors for their ideas on financial and tax planning for the end of 2014 and the start of 2015, including our own Sheri Cupo, CFP® Read A
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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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Health Savings Accounts: Your Tax-Saving Super Power?

Health Savings Accounts: Your Tax-Saving Super Power?

If you could choose any super power, what might it be? Invisibility? X-ray vision? We can’t help you shoot cobwebs out of your palm, but how about the triple- power to set up a savings account that is funded, invested and spent, all tax-free? For some households, under some circumstan
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SageBroadview In the News - mystockotions

In Their Own Words: Financial Advisors On Strategies For Stock Compensation And Company Stock Holdings At Year-End

Our annual year-end article with ideas from advisors has been published on myStockOptions.com. You can see it here. “Year-end planning can be tricky, and it has never been more so than now, amid the tax-rate changes that took effect in 2013. We asked five financial advisors for
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Four Questions to Keep Your Stock Options Out of Jeopardy

Four Questions to Keep Your Stock Options Out of Jeopardy

In the classic quiz show, Jeopardy, contestants show their smarts by asking rather than answering the right questions. Executives who want to make the most of their stock options can do well by taking a similar approach. Your company stock options can be a source of significant enrich
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