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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Getting to Know Us: Larry Annello, CPA/PFS, CFP®

Getting to Know Us: Larry Annello, CPA/PFS, CFP®

Last summer, we ran a popular series of “Getting to Know Us” posts 1, in which we shared some of our personal and professional stats with our readers. We share links to this series at the bottom of this post. With the January founding of SageBroadview, we wanted to add Principal Larry
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Introducing SageBroadview Financial Planning

Introducing SageBroadview Financial Planning

While many of our friends, clients and colleagues are already aware of our exciting New Year’s Day news, it doesn’t seem fully official until it’s posted on the World Wide Web. So here goes: Effective January 1, 2014, SAGE Advisory Group, LLC of Morristown, NJ and BroadView Financial
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2013: A Sweet Year of SAGE Blog Posts

2013: A Sweet Year of SAGE Blog Posts

2013 was a sweet year for SAGE Advisory Group (now SageBroadview Financial Planning effective 1/1/2014). Among many personal and professional events worth celebrating, we include the February 14 Valentine’s Day launch of our regular series of SAGE blog posts. We began with a tip of th
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Singing the Praises of The Mr. Holland’s Opus Foundation

Singing the Praises of The Mr. Holland’s Opus Foundation

Music, in all its glorious forms and fashions, is the best, most universal language we know for spreading joy across the generations. That’s why we were pleased to celebrate this year’s holiday season with cards to our clients, friends and family, announcing our contribution in their
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The Heart of Giving Part II: Effective and Efficient Giving

The Heart of Giving Part II: Effective and Efficient Giving

In our last post, we covered an important part of philanthropy: ensuring that your gifts bring joy to you and your intended recipients in equal measure. Meaningful giving is an admittedly qualitative, “Venus” measure of success. Today, we’ll visit “Mars,” where we explore some of the
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The Heart of Giving Part I: Meaningful Giving

The Heart of Giving Part I: Meaningful Giving

Earlier this year, we covered how charitable giving can be a win-win activity, bringing as much happiness to the donor as to the recipient. We believe this is true whether you’re giving gifts to loved ones or fulfilling philanthropic goals. But especially for the latter, the giving is
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Feel-Good Holiday Gift-Giving (Hint: It’s Not About the Stuff)

Feel-Good Holiday Gift-Giving (Hint: It’s Not About the Stuff)

What are your Thanksgiving Day plans? Do they include herding up outside of the nearest Kmart at 6 a.m. to shop ’til you drop? Good golly, we hope not! If so, please call us promptly, so we can talk you down off the ledge. That said, heartfelt giving has countless benefits for “angel”
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Passive Investing Turns 40-ish

Passive Investing Turns 40-ish

With no birth certificate on file, the precise day remains fuzzy. But if you’re looking for a reason to party (and who isn’t?) let’s call September 4, 1974, the day that passive investing was born. Whether it’s actually a bit older or holding strong at 39, now is as good a time as any
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Integrating Your Health and Your Wealth

Integrating Your Health and Your Wealth

What do you think Gabby Douglas is up to these days? It’s hard to know since, despite her astounding gymnastic performance in the 2012 Summer Olympics, the press has long since moved on. Media attention may quickly fade, but tending to one’s well-being should last a lifetime. So I tho
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