Category Archives: Planning Tips and Goals

Money and Relationships: There’s No One-Size-Fits-All Solution

Money tends to be a taboo subject regardless of where you are in life. But it can become a much more complex issue when you’re in a serious relationship. It’s not just about deciding whether to “go Dutch” and splitting … Continue reading

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Spring Clean Your Finances

The traditional ritual of spring cleaning can take on a new meaning this year. Just as your home doesn’t declutter itself, your finances don’t either. Northwest Mutual, an American financial institution, commissions an annual survey to explore Americans’ attitudes and … Continue reading

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American Rescue Plan Act of 2021: What You Need To Know

The $1.9 trillion American Rescue Plan Act of 2021 was recently signed by President Biden. Federal aid for the health and economic crisis now tops a record $6 trillion in the form of fiscal and monetary support and represents about … Continue reading

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Reduce the Surprise on Tax Day

Are you the type of person who likes to be surprised? How about when it comes to your tax return? It’s that time of year when Americans turn their focus to their taxes. For those of you that like to … Continue reading

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Top 10 Financial Resolutions for 2021

The value of a financial plan isn’t the accuracy of the forecasts, but rather, the conversations and pondering the what-abouts and what-ifs. It’s about clarifying goals, aligning priorities and evaluating the projected implications of today’s actions on your future. In … Continue reading

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A Fresh Start in 2021

Many say good riddance to 2020, a year marred by a health crisis-turned economic crisis. A ton of effort – fiscal support, dedication by front-line workers, the ingenuity of high-efficacy vaccines coming at warp speed, and true grit – have … Continue reading

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Sage Advice – Episode 2: Chris Askin, Community Foundation of Western Nevada

Sage Financial Advisors welcomes you to our second episode of Sage Advice, featuring Brian Loy, CFA, CFP of Sage Financial, and Chris Askin, President and CEO of Community Foundation of Western Nevada. This episode is a fun, informative and thought-provoking … Continue reading

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2020: A Year Unlike Any Other

Life has its surprises, both good and bad. During the breaks between smaller-than-normal holiday gatherings, it’s important to pause and reflect on the year that will (finally) come to an end. COVID-19 came without a playbook and left a wide … Continue reading

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Thanksgiving 2020: Talk Money, Not Politics

Never discuss politics or religion in polite company – or at least, that’s how it used to be before social media. But would you post on Facebook that you just paid off your mortgage? Probably not. Money also is a … Continue reading

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Four Financial Must-Dos for Young Professionals

Young professionals have interesting challenges including career path, paying off debt, raising children, saving for retirement, and possibly assisting aging family members, among others. It gets even trickier when you have to do it all during a pandemic. Here are … Continue reading

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