SageView Advisory Group

02/06/2023

Congratulations to Judy VanArsdale for being named among Forbes Best-in-State Top Women Wealth Advisors for 2023!

The seventh annual ranking of Forbes/SHOOK Top Women Wealth Advisors features 1,697 women collectively managing assets of nearly $2.3 trillion.



https://www.forbes.com/lists/best-in-state-women-advisors/?sh=615d70191d11

02/02/2023

We are excited to announce that Kerry Woods has joined SageView Advisory Group as VP Participant Education and Engagement to lead .

PersonalSAGE (Strategic Advice, Guidance and Empowerment) is a financial readiness platform aimed at providing education and access to financial planning services for all retirement plan participants.

PersonalSAGE (Strategic Advice, Guidance and Empowerment) is a financial wellness platform aimed at providing education and access to financial planning services for all retirement plan participants. Kerry Woods, formerly of Voya, has joined SageView to lead the initiative.

09/16/2022

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

09/14/2022

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

09/12/2022

Tax freedom day: the day you begin earning money for yourself.

Assess how many days you'll work to pay your federal tax liability.

09/09/2022

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

09/09/2022

August started off promising for investors, but tough talk from Powell cooled enthusiasm.

Monthly Market Insights | September 2022 U.S. Markets Renewed fears of higher rates and economic weakening, coupled with a tough talk by Fed Chair Jerome Powell and other Fed officials, sent stocks lower in August. The Dow Jones Industrial Average dropped 4.06 percent whereas the Standard & Poor’s...

09/07/2022

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

09/05/2022

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

09/02/2022

If you don’t have an , here’s some reasons why you should.

Do you have an estate strategy? You should.

08/31/2022

Compare your taxable investment to a tax-deferred one. The results may surprise you.

This calculator compares the net gain of a taxable investment versus a tax-favored one.

08/29/2022

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Knowing your tax bracket can make a large difference in your tax preparations. Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.