Category Archives: New Parents

Sage Advice – Episode 3: Kim Surratt, Surratt Law Practice

Posted on February 25, 2021 by Brian Loy

Sage Financial Advisors welcomes you to our third episode of Sage Advice, featuring Brian Loy, CFA, CFP of Sage Financial, with Kim Surratt, founder and principal with Surratt Law Practice. This is a fun, informative and thought-provoking session about issues … Continue reading →

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Moms Nurture Financial Health and Well-Being

Posted on May 20, 2019 by Brian Loy

Moms have a very special gift as nurturers. Nurturing is the process of caring for and encouraging the growth of someone or something. Security and comfort often top the list, and these goals transcend to their kids. Sometimes it is … Continue reading →

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5 Financial Milestones Young Adults Should Celebrate

Posted on August 22, 2018 by Brian Loy

Why do young adults risk being the “lost generation” and not being as wealthy as their parents? It’s because those born in the 1980s grew up and entered the workforce during the Great Recession and have not recovered financially like those … Continue reading →

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