Category Archives: Planning Tips and Goals

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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National Financial Planning Month – 3 Things Smart Savers Do

Fall is a dramatic change of seasons. It feels like time slows as we transition from the hustle of summer activities, put away the toys, harvest the garden and prepare for the coming winter. With transitions and the traditional back … Continue reading

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Retool and Retrain: New Education Planning Considerations

The fall tradition of “Back to school” has a new look as we adapt for Covid. However, there are more adults going back to school at 30, 40, 50 and beyond. The reasons are numerous and completing their degree or … Continue reading

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When to Break Investment Rules – Not Investing Like Your Age

Consider breaking rules when it comes to how you invest your money. Imagine being sixty years old. Conventional thinking is you should be a more conservative investor and take less risk – you’re not forty anymore. Should you? And the … Continue reading

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Four Financial Risks During COVID-19 You Can Cover

Life’s often about adapting and adjusting. Living with COVID-19 has and will likely continue to bring its challenges. We just emerged from the deepest and shortest recession in modern history. It appears a second wave is likely, but not another … Continue reading

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