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
December 2013 Many Happy Returns By Jim Parker Vice President DFA Australia Limited “It’s that time of the year when the talking heads of television and the prognosticators of print issue their sage outlooks for the coming 12 months. While this crystal ball gazing is always ente
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
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
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.
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
Our annual year-end article with ideas from advisors has been published on myStockOptions.com. You can see it here. “Year-end planning can be tricky, and it has never been more so than now, amid the tax-rate changes that took effect in 2013. We asked five financial advisors for
December 2013 Rate Expectations By Jim Parker Vice President DFA Australia Limited “Interest rates around the world are at historic lows. They can only go in one direction from here, right? And aren’t rising interest rates bad for bond investors? The truth might surprise you.
By Guest Author: Robert C. Lickwar, CPA, MST In recent years, we have enjoyed a variety of strategies for advantageously converting traditional IRAs into Roth IRAs. With tax rates now steeply on the rise on a number of fronts, many taxpayers may think that the conversion boat has alre
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”