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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work insurance

Sheri’s Advice to Her Niece: How To Choose Among Your Employer’s Insurance Plans

When my niece Jessica arrived home recently from her first day in her first career as a journalist, she brought a bounteous stack of “homework” along with her. Nope, this wasn’t her first writing assignment. It was the enrollment forms for a variety of employee-sponsored insurance pla
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mindful in may

Reflections on our May 4th Seven-Year Anniversary

Long-time readers of the SageBroadview Blog are already familiar with my story but permit me a moment to fill in our new readers. On May 4th, 2008 (just as the Great Recession got under way!) my family and I were in a serious car accident. My husband and two sons were banged up but ot
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supplemental life insurance

Making the Most of Supplemental Group Life Insurance

Employer-sponsored group life insurance can be a nice perk to help ensure that your loved ones are well cared for in the event of your untimely death. Most plans offer basic coverage at no cost to employees, along with supplemental coverage you can purchase at group rates. What are th
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Managing Insurance Costs When Your Teenager Drives

Managing Insurance Costs When Your Teenager Drives

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
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A Sage Eye to Spy Insurance Gaps and Overlaps: A Case Study on Disability Coverage – or the Lack Thereof

A Case Study on Disability Coverage – or the Lack Thereof

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 fro
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A Sage Eye to Spy Insurance Gaps and Overlaps Part I: The Ins and Outs of Insurance Coverage

The Ins and Outs of Insurance Coverage

“This is a very complicated case, Maude. You know, a lotta ins, a lotta outs, a lotta what-have-yous. And, uh, a lotta strands to keep in my head, man. Lotta strands in old Duder’s head.” — Dude Lebowski, “The Big Lebowski” In the cult classic, “The Big Lebowski,” the Dude was referri
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Taking a Second Look at Your Current Liability Coverage

Taking a Second Look at Your Current Liability Coverage

Taking a Second Look at Your Current Liability Coverage By Guest Author Rocco Esposito, Esposito Insurance Group Most current standard home, condominium and renters’ insurance policies include liability coverage to protect you against some of life’s usual suspects at home and afield.
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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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Long Term Care

Coming Soon to Women’s LTC Insurance: Higher Costs, Stricter Approval

There’s nothing like a deadline to spur completion of important overdue action items. If you’ve been procrastinating on securing your or a love one’s Long Term Care insurance (LTCi), two impending changes should serve as critical calls to action – especially for women. In mid-April, l
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