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What’s on your mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along!

Monday, November 30, 2020

In April 2020, the U.S. economy lost an astonishing 20.8 million jobs, by far the largest loss recorded in a single month dating back to 1939. To put this in perspective, the second largest monthly job loss was about 2 million in...

Monday, November 30, 2020

I obtained this recipe through a Facebook group I'm a part of. The group is called Jacksonville Foodies and full of wonderful people with great ideas for all kinds of recipes. Kavitha Penta was kind enough to share a great recipe with...

Monday, November 23, 2020

Monday, November 23, 2020

The past 9 months have forced all of us into circumstances and situations that we’re unable to control. I realized months ago that dwelling on the negative was having an adverse impact on my mood. With great consciousness, I...

Monday, November 23, 2020

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Friday, November 20, 2020

Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2021 if you're enrolled in Original Medicare Part A and Part B. Medicare Part B premiums According to the...

Monday, November 16, 2020

I obtained this recipe through Pit Boss Grills. This Smoked Thanksgiving Turkey recipe combines hickory and maple flavors that are a perfect fit for the Fall feast. Serve with pumpkin pie and sweet potatoes. INGREDIENTS 1 Cup butter,...

Monday, November 16, 2020

Every year, the College Board releases updated college cost data and trends in its annual report. Although costs can vary significantly depending on region of the country and college, the College Board publishes average cost figures,...

Monday, November 9, 2020

As the end of the year approaches, it's time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax...

Monday, November 9, 2020

Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased. IRA contribution limits The maximum amount you can contribute to a...

Tuesday, November 3, 2020

I obtained this recipe through a family friend, a gentleman who is from the town of Sardinia, a large Italian island in the Mediterranean Sea. This malloreddus recipe is served with sausage and fennel ragù – the perfect...

Tuesday, November 3, 2020

To the average person, preparing for a comfortable retirement can seem as intimidating as scaling a mountain. But you may apply certain strategies and techniques to reach the summit, climbing down will require a different method. The...

Monday, October 26, 2020

Many investors are concerned about the election, and if their guy doesn’t get in, they want to pull out of the stock market. Take a look at the chart below. The world does not stop based on the outcome!

Monday, October 19, 2020

I found this recipe on Hey Grill Hey. Great name for a website! Most smoked pork butt recipes call for a bone-in pork shoulder, sometimes also labeled a Boston butt roast or a pork butt. All of these labels are for the exact same cut...

Wednesday, October 14, 2020

On October 6th, I was featured in a podcast called Custom Apparel Startups, where I answered a number of financial-related questions for small businesses and entrepreneurs. I hope you enjoy it!

Tuesday, October 13, 2020

There are clear differences between President Donald Trump and Former Vice President Joe Biden (and the political parties they represent) when it comes to tax policies, spending priorities, and overall economic strategies. For this...

Thursday, October 8, 2020

The annual Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage typically change. In addition, your...

Monday, October 5, 2020

The FAFSA (Free Application for Federal Student Aid) for the 2021-2022 year opens on October 1, 2020. The FAFSA is a prerequisite for federal student loans, grants, and work-study. In addition, colleges typically require the FAFSA...

Monday, October 5, 2020

I found this recipe on Dinner at the Zoo. Love the name! These grilled pork chops are soaked in a flavorful marinade, then cooked to golden brown perfection. A quick and easy recipe that’s perfect for any BBQ or summer gathering!...

Tuesday, September 29, 2020

Click Here to Download 5 Retirement Mistakes Business Owners Make

Monday, September 28, 2020

This recipe was passed down from my brother Mike, and you can find it on allrecipes.com. You can substitute additional diced tomatoes for the tomatillos. If you would like the soup to be spicier, you can add some red chili flakes or...

Monday, September 28, 2020

In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which provided a six-month automatic payment suspension on federal student loans through September 30, 2020. In August, the president signed...

Monday, September 21, 2020

A divorce is one of the most difficult transitions you can go through. When you add uncertainty about money, that transition can get even more stressful. Here are six steps to help keep your finances intact during—and...

Tuesday, September 15, 2020

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Friday, September 11, 2020

Sometimes I feel like there are occasions where a store-bought dessert just won't cut it, and I need to bring a dessert that is showstopping! This recipe will really wow your friends and family! Don’t be intimidated by the layers...

Wednesday, September 9, 2020

This recipe was shared in our Dad Cents podcast, Episode Are You Ready to Retire? I'll Bring the LattesClick Here to Listen to the Episode Baked in a casserole, these sliders are made with hawaiian rolls, scrambled eggs, bacon, and...

Tuesday, September 8, 2020

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Monday, August 31, 2020

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Tuesday, August 25, 2020

This recipe was shared in our Dad Cents podcast, Episode 11: The Value of Rebalancing Your Investments ... YOLOClick Here to Listen to the Episode Jason is including two recipes, and if you'd like more, please call or email. Note:...

Friday, August 21, 2020

In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which included several provisions designed to help retirement savers cope with the financial fallout from the pandemic. Among these...

Friday, August 14, 2020

A new back-to-school season is upon us but this year, the uncertainty of COVID-19 means 2020 is anything but typical. For much of the country, “back-to-school” is looking more and more like...

Monday, August 10, 2020

This recipe was shared in our Dad Cents podcast, Episode 10Click Here to Listen to the Episode Jason pulled this from Fody: https://www.fodyfoods.com/blogs/low-fodmap-recipes/fody-taco-sloppy-joes INGREDIENTS 1 tablespoon Fody Low...

Friday, August 7, 2020

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Friday, August 7, 2020

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Wednesday, July 29, 2020

This recipe was shared in our Dad Cents podcast, Episode 9Click Here to Listen to the Episode I pulled this from 365daysofcrockpot.com INGREDIENTS 1 large onion 3 1/2 lbs pork loin 6 peeled garlic cloves 1 jalapeno 1 tsp kosher salt...

Thursday, July 23, 2020

You’ll never have a problem finding a financial advisor. Like looking for the right toothpaste, the challenge is deciding what kind of advisor to work with. If you’re like me, you’ve probably stood in the grocery...

Wednesday, July 22, 2020

The amended rules under the Coronavirus Aid, Relief, and Economic Security (CARES) Act provide flexibility for health-care spending related to the ongoing COVID-19 pandemic.1 High-deductible health plans cover telehealth services Under...

Wednesday, July 22, 2020

This recipe was shared in our Dad Cents podcast, Episode 8Click Here to Listen to the Episode I pulled this from the web years ago and have "perfected" it over the years. INGREDIENTS Scallops (1 pound) Unsalted butter (1 Tbsp) Salt and...

Thursday, June 25, 2020

Most Americans will eventually receive Social Security and Medicare benefits. Each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy reports to Congress that assess the health of these important...

Tuesday, June 23, 2020

Tuesday, June 23, 2020

Thursday, June 18, 2020

For the second year in a row, interest rates on federal student loans will decrease for the 2020-2021 academic year. This year's decrease brings rates to record lows. The rates apply to new federal student loans made on or after July 1...

Tuesday, June 16, 2020

This recipe was obtained through the drop app (iOS) INGREDIENTS Salmon (size doesn't matter - get what you like) Dill (1 tsp chopped) Salt (about 1/2 tsp) Black pepper (about 1/4 tsp) Fresh lemon (1) INSTRUCTIONS Grab your Instapot!...

Tuesday, June 16, 2020

“Should I Stay or Should I Go?” This was the title of the 1982 hit by the band The Clash. It is rumored that British musician, Mick Jones, who was one of the Clash’s vocalists and songwriters, wrote this song to...

Monday, June 8, 2020

RIBS-PORK ´┐╝SPARE/ST.LOUIS/ANY PORK RIBSINGREDIENTSRack of ribs...or 2....(pork)FoilApple juice or concentrate apple juice or apple cider vinegar for your sprayBBQ sauce of choice for your slatherCoarse pepperKosher saltPaprikaOlive...

Monday, June 8, 2020

As hundreds of companies race to develop vaccines and drug therapies that could help end the COVID-19 pandemic, news reports on successful or failed trials affect individual stock prices and can trigger swings in the broader market.1...

Thursday, May 28, 2020

May 29 is nationally recognized by the college savings industry as 529 Plan Day, a day to highlight these tax-advantaged education savings accounts. With so many 529 savings plans to choose from, it's important to ask a lot of...

Thursday, May 28, 2020

The coronavirus kills, everyone knows it. But this isn't the first deadly virus the world has seen, so what happened? Why did we react the way we did? One answer is that this is the first social media pandemic. News and narratives...

Thursday, May 21, 2020

The Retirement Confidence Survey conducted each year by the Employee Benefit Research Institute (EBRI) took a slightly different tack in 2020. After completing its initial outreach in January — the 30th in its annual series...

Friday, May 15, 2020

Federal, state, and local governments have extended a number of deadlines amid the coronavirus pandemic. Here are just a few of the deadlines that have been affected. Federal and state income taxes The IRS has postponed the due date...

Thursday, May 14, 2020

Wednesday, May 13, 2020

On April 20, 2020, the price of a futures contract for West Texas Intermediate crude — the benchmark for U.S. oil prices — fell below zero for the first time in history, dropping more than 306% in trading on the New York...

Tuesday, May 12, 2020

Do you find yourself glued to the daily news reports on market movements wondering about your own savings and investments? Before you make any hasty decisions, be sure you understand how these reports relate — or don't relate...

Tuesday, May 5, 2020

Whole30 + Keto Salmon Cakes with Lemon Dill Aioli This recipe is from James McDonald, my guest on Episode 4 of Dad Cents podcast: https://www.sagepathfa.com/dadcents. James and his wife pulled this recipe from Tastes Lovely:...

Tuesday, May 5, 2020

When it comes to your finances, "go with your gut" might not be the wisest adage to follow. In fact, it may work against you, particularly in periods of market turbulence. Before jumping to conclusions about your finances, consider...

Friday, May 1, 2020

The Markets (as of market close April 30, 2020) April began on a sour note for stocks as each of the indexes listed here lost value. Economic reports reflected the negative impact of the COVID-19 pandemic. There were more than 700,000...

Thursday, April 30, 2020

This chart is daunting at first, but stay with me! I think it really puts the performance of the stock market over the past few months in perspective. It features the total return performance figures for the S&P 500 Index and its 11...

Tuesday, April 28, 2020

Anyone can look good during a bull market. Smart investors are prepared to weather the inevitable rough patches, and even the best aren't successful all the time. When the market goes off the tracks, knowing why you originally made a...

Wednesday, April 22, 2020

Fraudsters and scam artists are always looking for new ways to prey on consumers. Now they are using the same tactics to take advantage of consumers' heightened financial and health concerns over the coronavirus pandemic. Federal,...

Tuesday, April 21, 2020

Holding an appropriate amount of cash in a portfolio can be the financial equivalent of taking deep breaths to relax. It could enhance your ability to make thoughtful investment decisions instead of impulsive ones. Having a cash...

Thursday, April 16, 2020

Click below to access a pdf copy of this exclusive White Paper. Please call or email with questions: 904-366-9388 | jfuchs@sagepathfa.com Thanks for reading!

Thursday, April 16, 2020

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. This $2 trillion emergency relief package represents a bipartisan effort to assist both individuals and businesses in the ongoing...

Wednesday, April 15, 2020

In a volatile market, it's easy to allow your emotions to influence your investment decisions. But if you can keep your cool while those around you are losing theirs, you may be able to take advantage of potential opportunities. One...

Thursday, April 9, 2020

On March 11, the novel coronavirus (COVID-19) was officially declared a global pandemic by the World Health Organization, and two days later President Trump declared a national emergency.1 The unknowns surrounding a new virus make it...

Thursday, April 9, 2020

Executive Summary Reports indicate that growth in new COVID-19 infections may be flattening in some of the hardest hit states and countries. Economic shutdowns, however, will continue as national and local governments seek to reduce...

Wednesday, April 8, 2020

In the current market environment, the value of your holdings may be fluctuating widely — and it's natural to feel tentative about further investment. But regularly adding to an account that's designed for a long-term goal may...

Tuesday, April 7, 2020

Doctors think differently than economists. They put patients with a potential for brain damage in an artificial coma to stop swelling, and when it stops, they bring them out. This fits with the Hippocratic Oath all doctors take, which...

Thursday, April 2, 2020

The Markets (first quarter through March 31, 2020) The world's economies and stock markets have been rocked by the spread of COVID-19. Investors' fears prompted a major sell-off in February and March, plunging stocks well below their...

Thursday, April 2, 2020

On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency relief package is intended to assist individuals and businesses during the ongoing coronavirus...

Wednesday, April 1, 2020

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options. What will I be entitled to? If you leave your job (voluntarily or involuntarily),...

Tuesday, March 31, 2020

If you've been watching the market lately, perhaps the first question on your mind is, "Should I make a big change in my investments?" In reality, a volatile market isn't the best time to do a complete makeover of your portfolio,...

Monday, March 30, 2020

On March 20, 2020, the Department of Education announced terms for student loan relief for tens of millions of borrowers in response to COVID-19.1 Here are answers to some questions about the new rules. For more information and to...

Monday, March 30, 2020

Due to the coronavirus pandemic, the due date for filing federal income tax returns and making tax payments has been postponed by the IRS from Wednesday, April 15, 2020, to Wednesday, July 15, 2020. No interest, penalties, or additions...

Monday, March 30, 2020

Wednesday, March 25, 2020

Wednesday, March 25, 2020

The government-mandated shutdown of business, and the massive drop in economic activity it is causing, may actually do more harm to the United States than the coronavirus itself. Early estimates suggest the U.S. economy will contract...

Wednesday, March 25, 2020

The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to an end. If you are losing sleep over volatility driven by a cascade of...

Tuesday, March 24, 2020

Tuesday, March 24, 2020

We know many of you are having to temporarily work from home during these uncertain times. Here are four tips for making the most of your work days. Stick to a Routine. Try to replicate your normal routine the best that you can, wake...

Monday, March 23, 2020

We are in the midst of a contraction. Data in the months ahead may get ugly. But this too shall pass. Check out this video to see what we mean!

Friday, March 20, 2020

There's no doubt that we're in unprecedented times. Schools, businesses, restaurants and more are closing around the world. In this video, I'll share 5 things you can do to protect yourself, help prevent the spread of COVID-19, and...

Thursday, March 19, 2020

Tuesday, March 17, 2020

Back in July 2008, then-Treasury Secretary Hank Paulson said he wanted a "bazooka" to deal with financial threats to Fannie Mae and Freddie Mac. Paulson wanted Congress to give him an unlimited credit line for these enterprises. This...

Thursday, March 12, 2020

There are many factors that impact stock market returns, but one common concern of investors is how the stock market will be impacted by a change in America’s President. In past election years, the S&P 500 Index has seen more...

Thursday, March 12, 2020

Tuesday, March 10, 2020

No one knows with any real certainty how much, or for how long, the Coronavirus will impact the US economy. What we do know is that it will have an impact. And, after data releases of recent weeks, we also know that the US economy was...

Thursday, March 5, 2020

During the last week of February 2020, the S&P 500 lost 11.49% — the worst week for stocks since the 2008 financial crisis — only to jump by 4.6% on the first Monday in March. By all accounts, the drop was largely driven by...

Wednesday, March 4, 2020

Click below to access a pdf copy of this exclusive White Paper. Please call or email with questions. 904-366-9388 jfuchs@sagepathfa.com Thanks for reading!