Sage Wealth

07/13/2026

I’m sharing LPL Research’s 2026 Midyear Outlook — a perspective on how policy,
AI, and global events are shaping markets right now.
Take a look and let me know what stands out to you.


https://go.lpl.com/investormidyearoutlook

07/08/2026

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?

07/06/2026

Trump Accounts opened on July 4. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 7. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. I'm here for that conversation.

07/03/2026

Happy 250th Birthday, America!

As we celebrate this historic milestone, what does being an American mean to you?

07/02/2026

06/30/2026

I had a wonderful evening last Thursday sharing my presentation, Money Mavens, to the Women's Council of Realtors Upstate, SC!

There is nothing I enjoy more than getting to share my knowledge about complex financial topics in a way everyone can understand. Part of the focus of my practice is empowering women to take charge of their finances, and this was a perfect evening to do so with a network of real estate professionals.

Remember, it’s never too early to start planning for the future! Whether you are just beginning your career or thinking about retirement, every step you take today can make a difference tomorrow.

06/29/2026

Summer Vacation is here! 🏖️☀️😎

School's out. Beaches are open. These months have a way of reminding us what we're working toward in the first place.

But the financial markets don't take vacations. Volatility can pick up in summer, and this year there's no shortage of news that could move markets. The November election is on the horizon, and the drumbeat will only get louder as fall approaches. Trade policy, interest rate expectations, and geopolitical tensions all have a way of rattling things from time to time.
That's not cause for alarm. In fact, it's business as usual for the markets.

So enjoy the barbecues and ballgames. Enjoy the long evenings. The markets will still be there in September. And October. And November.

06/24/2026

National Homeownership Month isn't just about buying a house.

It's about what a home represents inside a larger financial life.

For current homeowners, that might mean thinking about how your home connects to your broader goals. For those still renting, it might mean revisiting the timeline and understanding what steps could move things forward.

Either way, housing is one of the biggest financial decisions most people make—and it deserves more than a passing thought once a year.

If you'd like to talk through how your home fits into your bigger financial picture, I'm always happy to have that conversation.



Source: Fred.StLouisfed.org, October 1, 2025

06/22/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

06/21/2026

Father’s Day – a day to praise fatherhood, the contribution dads make, and the influence they have in society.

If you are a dad, smile and laugh with those you cherish on this holiday, and enjoy the love and admiration you deserve. If you know a dad who should be celebrated, be sure to let him know how great he is and how much you appreciate the job he has done. Enjoy the holiday!