Sage Wealth

06/02/2026

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA form is in.

A few things worth knowing:
⏰ The federal deadline is June 30. State and school deadlines are often earlier.
⏰ Many types of aid are first-come, first-served. Waiting could cost money.
⏰ You can make corrections after submission, but the form needs to be in first.

Don't let a deadline get in the way of money that's already available to you.

05/28/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

05/22/2026

05/14/2026

Extended care is one of the biggest wild cards in retirement.

Costs vary by location, care type, and health needs—but they've all been rising faster than many realize.

These five insights can help you understand what drives costs and why they often catch retirees by surprise.



Sources:
CareScout, Cost of Care Report, July–December 2024
AALTCI, Long-Term Care Insurance Statistics & Data 2025
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025

05/12/2026

Preparation can sometimes be all you need to make the impossible, possible.

05/10/2026

Today, we celebrate every kind of mom who loves, guides, and nurtures us in countless ways.

Thank you for all the ways you make our world brighter and our hearts fuller. 💐

05/08/2026

Considering extended care insurance?

Policies can cover a wide range of services and expenses, including in-home care, rehabilitation, and end-of-life hospice care. Generally, the policies are structured so that you become eligible for benefits once you can no longer perform a set number of activities of daily living, such as bathing, dressing, eating, getting in and out of beds and chairs, and other areas that may lead you to require personal care.

Several factors influence the cost and availability of extended care insurance, including age, health status, and the level of coverage. Extended care policies also have expenses and limitations. You should consider determining your insurability before implementing a long-term care insurance strategy. Any guarantees associated with a policy are dependent on the issuing insurance company’s ability to continue making claim payments.

Sage Wealth can help you weigh the pros and cons of extended care insurance to make the best decision for your unique situation. If you’d like to learn more, please contact our office.

DHCS.gov, 2026