Election Day

What Sheri’s Reading: Election Day Edition

If you lived in a place with an election yesterday I hope you exercised your right to vote. Here’s why. Tax Nerd Stuff: On Monday, November 2nd, 2017 the House Republican leaders released the “Tax Cuts & Jobs Act” tax bill. We at SageBroadview are reviewing the proposal with
Continue Reading →
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
Continue Reading →
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
Continue Reading →