SageBroadview in USA Today

SBV In The News: Is It Better to Buy or Rent Your First House?

USAToday.com via AdviceIQ.com published Sheri Cupo’s post “Is It Better to Buy or Rent Your First House?” “Spring – a time for fresh starts and, for some, a new home. Before you head out to open houses, your first question should be: Should I own a home at this time?
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SageBroadview in USA Today

SBV In The News: Victim of Tax ID Theft?

USAToday.com via AdviceIQ.com published Sheri’s post “Victim of Tax ID Theft? What to do next.” “Your letter from the Internal Revenue Service says a bogus tax return was already filed in your name. Or your electronically filed return bounces back because fake return
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SBV-innews-njmoneyhelp

SBV In The News: When a 529 Plan Beneficiary Dies

NJMoneyHelp.com asked Sheri Cupo to help answer their reader’s question: Q. My wife has saved in a 529 Plan for her nephew, but he died at age 11, long before he could use the money his aunt had been saving. How does my wife gain access to the money without penalty? Can she tran
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Sagebroadview In The News Eugene Fama

SBV In The News: The Wisdom of Eugene Fama

Morningstar.com via AdviceIQ.com published Sheri’s post “Things I’ve Learned from Gene.”  Dartmouth Professor Kenneth R. French reflects on his friend and collaborator, Eugene F. Fama, a Nobel laureate in Economic Sciences. Read The Article here: MORNINGSTAR.com
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SBV In The News: Your Investment Policy Statement

A written statement that outlines your goals and investment strategy is a must for all investors. When market risks arise for real, an investment policy statement helps you stay committed to your plan. See what Sheri Cupo, CFP® has to say on AdviceIQ. Read Article: AdviceIQ
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SBV-innews-njmoneyhelp

SBV In The News: Help For Buying Your First Home

A NJMoneyHelp.com reader asked if there are any programs that assist with new home down payments and closing costs. Our own Sheri Cupo, CFP® provided her thoughts on buying a home. Read The Article: NJMoneyHelp.com
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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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SBV In The News: Hedge Funds’ Snob Appeal

Why bother investing in a hedge fund? Too many of them deliver subpar performance and they cost too much. The only reason is snob appeal. See what Sheri Cupo, CFP® has to say on AdviceIQ. Read Article: AdviceIQ
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Financial Advisor Magazine Features Our SageBroadview Merger

Financial Advisor Magazine Features Our SageBroadview Merger

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 t
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NAPFA Planning Perspectives

Sheri contributed an article, “Refreshing Your View on Retirement,” to the October/November 2013 “Planning for Stages in Your Life” issue of NAPFA Planning Perspectives. Please sign up here to receive future issues of Planning Perspectives.
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