SNL 40

An April 1 Overview of Financial Life Planning Essentials

As we celebrate the arrival of April, we are excited to announce a new SageBroadview service to further enable families like yours to Appreciate the Wealth of Your Life.℠ In alliance with the popular late-night series Saturday Night Live, we are launching an informative video series,
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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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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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Boo! The Lurking 3.8% Medicare (Medi-scare) Surtax

Boo! The Lurking 3.8% Medicare (Medi-scare) Surtax

By Guest Author: Lawrence J. Annello, CPA/PFS, CFP® Principal at SageBroadview While diminutive, candy-seeking ghosts and goblins are soon to haunt our doorsteps, my real fears lie elsewhere this Halloween: I’m afraid there are a lot of Americans who have not planned ahead for the NEW
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Fixed Income Factors in a Rough-and-Tumble Market

Fixed Income Factors in a Rough-and-Tumble Market

In our last two blog posts, we provided some of the key building blocks that make for a solid fixed-income foundation. First, we described the stabilizing role that fixed income typically plays in your portfolio. Next, we discussed why we advise against trading in reaction to current
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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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Why CFP® Certification Counts

Why CFP® Certification Counts

From “It’s a Wonderful Life” to “Wall Street,” Hollywood often lends an aura of drama to the financial industry. In reality, the daily life of a Fee-Only financial professional isn’t exactly edge-of-your-seat stuff. Our idea of “exciting” is a controversy unleashed last December, when
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A Financial Woman’s Place Is Online, Sheri Cupo, NJ financial planner

A Financial Woman’s Place Is Online

Even though we women are the majority of the U.S. population[1], we are the minority within my profession, with fewer than a quarter of us among the nearly 69,000 Certified Financial Planner™ professionals.[2] Like most of my colleagues (regardless of gender!), I chose my career based
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