Broker Check
(904) 366-9388
jfuchs@SagePathFA.com
Schedule an Appointment

Blog

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!

Tuesday, September 19, 2023

Find out the answer before the year ends. You may not want to discover next year that your withholding amount for this year was too small.

Thursday, September 14, 2023

Have you ever wondered how to safeguard your college-bound teen's finances? Then buckle up because we are about to take you on an amusing yet enlightening journey where we share our secrets on risk management and asset protection.

Tuesday, September 12, 2023

Despite the hope for a continued market upswing, the positive trends we saw in July did not carry into August, and the Dow, Nasdaq, and S&P all finished down for the month. The Federal Reserve (Fed) didn’t meet in August, so interest rates

Thursday, September 7, 2023

Ready for a light-hearted take on serious financial issues? Our latest episode includes a pirate joke that's sure to tickle your funny bone! We also cover in-depth analysis on inflation and market trends. Tune in now!

Tuesday, September 5, 2023

September is Life Insurance Awareness Month, making it a good time to review things you may not know about life insurance.

Show All

Tuesday, August 29, 2023

If you have school-age children, you’re intimately familiar with the often-hectic morning routines that make launching a rocket into space look easy. And, the longer the morning routine, the greater the likelihood of running late and forget

Thursday, August 24, 2023

Ever wondered how you can juggle between saving for your child's college education and your retirement? That's precisely what we're tackling on today's episode! Jason and Amber delve into this financial problem, weighing in on the possibili

Tuesday, August 22, 2023

Tailgating is a favorite among American sports fans, and just about anyone can do it. Drive to the game, park in the lot, cook up some food, right? Sure, but to do it well, you might want to follow these tips from the experts.

Tuesday, August 15, 2023

Our newsletter this month features a video exploring the facts about early retirement, and helpful articles about challenges women face when planning to retire, the importance of making sure your retirement accounts are working in harmony,

Thursday, August 10, 2023

Are you ready to step up your fantasy football game and take your tailgating experience to the next level? Today's Dad Cents episode promises just that - and much more. Armed with our insider tips and tricks, you'll be ready to conquer your

Wednesday, August 2, 2023

Tailgating is a uniquely American pastime. It’s a great combo: grilled food, cold drinks, friends, fans and your favorite team, all rolled up into one awesome day.

Tuesday, July 25, 2023

[00:00:00] Jual Fuchs: Gentlemen come to that, a podcast of folks looking to expand the knowledge about finance. This podcast is hosted Jason. [00:00:21] Jual Fuchs: Sage financial bikers and I love them. And now you host my daddy....

Monday, July 24, 2023

When I meet with clients to determine the most efficient ways to maximize retirement savings, it’s not unusual for me to come across debt in their portfolio. This always prompts the million dollar question, “Is it better to use my income to

Tuesday, July 18, 2023

The changing weather conditions over the past few years have made severe storms more prevalent; they make headlines almost daily. While we certainly hope you never experience a devastating disaster, if you do, it’s best to...

Tuesday, July 11, 2023

What if I told you the stock market is not as intimidating as it seems? That's right - this episode of Dad Sense is all about breaking down the financial happenings of June, all with the easy-to-understand, lighthearted banter you've come t

Friday, July 7, 2023

Our newsletter this month features nine retirement facts that might surprise you, the differences between retirement perception and retirement reality, an inside look at the different retirement adventures you might choose, and defining wha

Wednesday, July 5, 2023

[00:00:00] Jual Fuchs: Gentlemen come to that, a podcast of folks looking to expand the knowledge about finance. This podcast is hosted Jason.[00:00:21] Jual Fuchs: Sage financial bikers and I love them. And now you host my daddy...

Thursday, June 29, 2023

Lately, the "Great Resignation" has led many Americans to leave their jobs for other opportunities, while others have chosen a different path: early retirement. We can all understand looking for a more suitable place of work, but some might

Thursday, June 22, 2023

One of the results of that compressed passage of time is the bracing reality that your college-bound teen will need countless check-list items… Don’t forget the need for insurance.

Thursday, June 15, 2023

We strive to keep you regularly updated with important market changes and news.Please find the Market Analysis from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. Phil is a dear colleague, and this update...

Tuesday, June 13, 2023

You get our “two cents” (get it?) across investments, taxes, saving money, managing debt, and building income, to name a few. A building can’t complete without a solid foundation. So, keep listening and empower your finances today.

Friday, June 9, 2023

Wouldn't it be nice to pay less income tax in retirement? One way is with a tax-advantaged strategy called a Roth IRA conversion. This action can help lower your taxable income later in retirement. A Roth IRA conversion involves...

Tuesday, June 6, 2023

Ready to conquer May's financial landscape? We're bringing you an action-packed episode covering the major market and economic events that shaped the month. From the nail-biting debt ceiling deadline to the Fed's bold move to hike rates.

Monday, November 28, 2022

Making charitable contributions is a great way to help people in need while maximizing tax benefits, creating a win-win. Donations to qualified 501(c)(3) organizations can shrink taxable income, saving hard-earned cash. Here are...

Monday, November 21, 2022

As we give thanks this holiday season, we wanted to send a note letting you know how truly grateful we are for you, your loyalty, and the relationship we’ve built together. We deeply appreciate the trust you have placed in us to...

Monday, November 14, 2022

On Veterans Day, we honored military personnel who have served (or are serving) our great country. We see and feel the appreciation as a nation through traditional celebrations, ceremonies, and parades.We wanted to take a moment to...

Monday, November 7, 2022

The time is here again! Twice a year, we adjust our clocks and disrupt sleeping patterns, work schedules, and the balance of our day. Even though it’s only an hour, springing forward for Daylight Saving Time each March is always...

Monday, October 31, 2022

As we head into Halloween season, we thought it would be fun to share a bit of history behind some of the rituals we know today. Ever wonder where the traditions came from for Jack-o-Lanterns, trick-or-treating, and everything...

Monday, October 24, 2022

Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Any changes to your plan will go into...

Monday, October 17, 2022

It may seem silly, but there’s an art and a science involved in packing a cooler to keep it cold inside. To keep your food safe and your guests happy, here are some tailgating tricks and tips for the cooler:Keep two (or even...

Monday, October 10, 2022

Did you know… You should start preparing a Social Security Strategy by age 55! Most people don’t even think about Social Security until they’re facing retirement, but it really pays to be informed. There are so many...

Monday, October 3, 2022

October brings to mind the beauty of the leaves changing colors and a time to enjoy the colder weather. But October also holds another meaning for millions of people: it’s Breast Cancer Awareness Month.Based on the numbers,...

Monday, September 26, 2022

Fall is here, and it’s time once again for football! After a long off-season, it’s exciting to get back to live games! It’s also an opportunity to examine what the NFL can teach us about the importance of tenacity,...

Monday, September 19, 2022

If you have teenagers, you’re likely very in touch with the adage, “One day you’re changing diapers, and the next you’re sending them off to college.” One of the results of that compressed passage of time...

Monday, September 12, 2022

There are flowers enough in the summertime, More flowers than I can remember — But none with the purple, gold, and red That dye the flowers of September!—Mary Howitt (1799-1888)Summer may feel like it’s in...

Monday, September 5, 2022

It’s time for your life insurance checkup.September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1If you don’t have any life insurance, you’re not alone. Life...

Monday, August 29, 2022

Educational attainment is a bedrock of the American Dream. We all want our kids to do better than us, and we’ll do anything to help them achieve that! There are dreams, and then there’s reality: college costs have exploded...

Monday, August 22, 2022

As summer comes to an end and the excitement of a new school year begins, most parents dread the price tag associated with back-to-school shopping. And we don’t blame them! The amount of necessary supplies has climbed to new...

Monday, August 15, 2022

Nowadays, it’s pretty difficult to define what a “traditional” family unit looks like – they literally come in all shapes and sizes. For decades the number of single-parent households has been rising worldwide,...

Monday, August 8, 2022

Despite progress toward financial planning and saving, women often face challenges regarding their financial security. These challenges can include more time away from the workforce (often caring for children or for parents), the...

Monday, August 1, 2022

Holy cow, it’s August already? Believe it or not, summer will be winding down, the days will start getting shorter, and if you really want to compress time and space… Christmas is only four months away! But let’s not...

Monday, July 25, 2022

When I meet with clients to determine the most efficient ways to maximize retirement savings, it’s not unusual for me to come across debt in their portfolio. This always prompts the million dollar question, “Is it better to...

Monday, July 18, 2022

Grab a lemonade and find a shady spot… we’re entering the dog days of summer! Any idea where that phrase comes from? Some say it’s because these hot, sultry days “aren’t fit for a dog,” but in fact...

Monday, July 11, 2022

Did you know that hobbies can help you live a longer and more fulfilled life? Many scientific studies have found that having a hobby can improve your physical and mental health, keep you sharp on the job, and help your relationships....

Tuesday, July 5, 2022

Land of the Free, Home of the Brave. Happy Independence Day!

Monday, June 27, 2022

Summer is here and that means it’s time to fire up the grill!! There’s just something about that smoky, charred flavor you get from a grill. Turns out, it’s got a name! It’s called the Maillard Reaction, and...

Monday, June 20, 2022

Like it or not, taxes are a way of life. They fund great things like roads, libraries and parks, but nobody wants to pay more than they absolutely have to. We often get questions like, “How can I balance my tax obligations with...

Monday, June 13, 2022

It’s hard to believe we’re nearly half-way through 2022! As kids and grandkids finish the school year, it’s surprising how the days seem to get busier in addition to getting longer.  As the summer rolls in, so do...

Monday, June 13, 2022

INVESTMENT READ TIME: 3 MINDo Our Biases Affect Our Financial Choices?Investors are routinely warned about allowing their emotions to influence their decisions. However, they are not often cautioned about their preconceptions and...

Monday, June 6, 2022

Every year in June, National Safety Month focuses on reducing causes of injury and death in the workplace, on the road, at home, and in our communities by making safety a priority. It’s a great time to intentionally focus on...

Monday, May 30, 2022

Monday, May 23, 2022

Monday, May 16, 2022

Monday, May 9, 2022

Wednesday, May 4, 2022

Wednesday, May 4, 2022

Monday, April 25, 2022

Wednesday, April 20, 2022

Monday, April 18, 2022

Monday, April 11, 2022

Wednesday, April 6, 2022

Monday, April 4, 2022

Monday, March 28, 2022

Monday, March 21, 2022

Monday, March 14, 2022

Monday, March 7, 2022

Monday, February 28, 2022

Monday, February 21, 2022

Tuesday, February 15, 2022

Monday, February 14, 2022

Tuesday, February 1, 2022

Tuesday, January 25, 2022

Monday, January 24, 2022

Monday, January 17, 2022

Monday, January 10, 2022

Monday, January 3, 2022

Monday, December 27, 2021

Monday, December 20, 2021

Monday, November 29, 2021

The start of the holiday shopping season can provide important clues about the economy's state and, more importantly, overall consumer confidence. So far, the results have been a “mixed bag” with empty malls and busy...

Monday, November 22, 2021

It's not about what's on the table,but who's in the seats surrounding it.Happy Thanksgiving.

Wednesday, November 17, 2021

17 Teddy Colegate [00:00:00] Jason Fuchs: Greetings everyone. If you're new here, I'm Jason Fuchs, married to Amber's father to a two year old girl Juul. I'm also the managing director of Sage path, financial advisors, ladies and...

Monday, November 15, 2021

As a reminder, the 2021 Open Enrollment Period for the Affordable Care Act (ACA) Health Insurance Marketplace is November 1 through December 15, 2020. Anyone looking to enroll, re-enroll or opt of out of private health, vision and...

Monday, November 8, 2021

While the world has begun to recover from the economic disruption of the COVID-19 pandemic, the delayed reaction has been felt in the supply chain. Industrial shutdowns around the world slowed production to a relative crawl, leaving...

Monday, November 1, 2021

November is when Americans take time to pause, reflect, and give thanks for our blessings. On November 11, 1918, the fighting in World War I ceased on the 11th hour, of the 11th day, of the 11th month of the year. Since 1954, November...

Wednesday, October 27, 2021

Announcer 0:02 Welcome to Dad cents a podcast for folks looking to grow their financial future. This podcast is hosted by Jason Fuchs, a dad, a husband and Managing Director of sage path financial advisors. Jason's goal is to help you...

Monday, October 25, 2021

With the celebration of Halloween comes the reality that the kids in your life will be wearing costumes, navigating dark, busy streets and popping in-and-out of strangers’ front stoops.In preparation for the big night, we...

Monday, October 18, 2021

65 is the new 55!Advances in medicine, technology and nutrition have added nearly 10 years to American life expectancy over the past few decades. While formal “retirement age” hasn’t changed much, expectations around...

Monday, October 11, 2021

October brings to mind the beauty of the leaves changing colors and a time to enjoy the colder weather. But October also holds another meaning for millions of people: it’s Breast Cancer Awareness Month.Based on the numbers,...

Thursday, October 7, 2021

Announcer 0:02 Welcome to dad cents a podcast for folks looking to grow their financial future. This podcast is hosted by Jason Fuchs, a dad, a husband and managing director of sage path financial advisors. Jason's goal is to help you...

Monday, October 4, 2021

On Aug. 14, 1935, President Franklin D. Roosevelt signed the Social Security Act to help fight unemployment and guarantee income for retirees. While Roosevelt acknowledged the limitations of the act, saying, “We can never insure...

Monday, September 27, 2021

Autumn is here with its stunning scenery, lower temperatures and promise of the holidays, so bring on the candy and creative Halloween costumes! Don’t forget that the deadline to file your 2020 Form 1040 is October 15, 2021. The...

Monday, September 20, 2021

Tailgating is a uniquely American pastime. It’s a great combo: grilled food, cold drinks, friends, fans and your favorite team, all rolled up into one awesome day. If you’ve never had a tailgate party (or even if you have)...

Wednesday, September 15, 2021

Note: The following is a transcript. It hasn't been edited for spelling and/or accuracy. Please reach out to us via email if you'd like a more accurate copy. Thanks for reading! SPEAKERS Jason Fuchs and Roseann DeTomasso [00:00:00]...

Monday, September 13, 2021

Football is back, which means Summer is coming to a close, days will get shorter, and sweaters will soon be in play.This year, there was no pre-season, so professional football started in September, which coincidentally, is a...

Tuesday, September 7, 2021

One minute you’re tooling down the sidewalk as you scroll through your phone looking for that important text message from yesterday… the next minute, WHAM! You’re broadsided as you absentmindedly step off the curb...

Monday, August 30, 2021

We always hope our clients feel confident discussing money with their families. The truth is, talking about money can be uncomfortable! Where do you begin? What’s the right age? The good news is, it’s never too early to...

Tuesday, August 24, 2021

Note: The following is a transcript. It hasn't been edited for spelling and/or accuracy. Please reach out to us via email if you'd like a more accurate copy. Thanks for reading! SPEAKERS Jason Fuchs and Eugene Troy. Jason Fuchs 00:00...

Monday, August 23, 2021

At some point in life, you’ll be in the market to buy something that costs big bucks. No matter the purchase, sometimes the decision can be hard to make. Here are three things you should ask yourself before you spend your...

Monday, August 16, 2021

Educational attainment is a bedrock of the American Dream. We all want our kids to do better than us, and we’ll do anything to help them achieve that! There are dreams, and then there’s reality: college costs have exploded...

Monday, August 9, 2021

Isn’t it the worst when you wake up after you’ve hit the snooze button? Just a few more minutes! If your child is approaching college and you're behind on education savings, it can feel like hitting the snooze button...

Monday, August 2, 2021

If you have school-age children, you’re intimately familiar with the often-hectic morning routines that make launching a rocket into space look easy. And, the longer the morning routine, the greater the likelihood of running...

Monday, July 26, 2021

As summer comes to an end and the excitement of a new school year begins, most parents dread the price tag associated with back-to-school shopping. And we don’t blame them! The amount of necessary supplies has climbed to new...

Monday, July 19, 2021

An important factor I take into consideration when working with clients to determine their retirement goals is the cost of inflation. It may be a hard number to pinpoint exactly, yet ignoring inflation poses a great risk to financial...

Thursday, July 15, 2021

Note: The following is a transcript. It hasn't been edited for spelling and/or accuracy. Please reach out to us via email if you'd like a more accurate copy. Thanks for reading!

Monday, July 12, 2021

When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...

Tuesday, July 6, 2021

When meeting with clients to determine the most efficient ways to maximize retirement savings, it’s not unusual for me to come across debt in a portfolio which prompts the million dollar client question, “Is it better to...

Monday, June 28, 2021

As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is...

Thursday, June 24, 2021

Note: The following is a transcript. It hasn't been edited for spelling and/or accuracy. Please reach out to us via email if you'd like a more accurate copy. Thanks for reading! SPEAKERS Announcer, Jason Fuchs, Nicole de Venoge...

Tuesday, June 22, 2021

Summer brings the perfect time for BBQs with friends, fun in the sun, and making memories at the beach or pool. With the first half of the year in the rearview mirror, summer also gives us a chance to perform a mid-year assessment on...

Monday, June 14, 2021

With COVID, there were some who believed that progress on this health issue was a necessary precondition to economic recovery.In recent weeks, we have seen some promising trends emerge on the health front. The CDC is reporting the...

Monday, June 7, 2021

Every year in June, National Safety Month focuses on reducing causes of injury and death in the workplace, on the road, at home, and in our communities by making safety a priority. It’s an intentional time to identify and...

Tuesday, June 1, 2021

Note: The following has not been updated for accuracy and/or grammar. Announcer 0:02 Welcome to dad cents a podcast for folks looking to grow their financial future. This podcast is hosted by Jason Fuchs, a dad, a husband and managing...

Tuesday, June 1, 2021

You spend your whole life raising your children to be self-sufficient. You give them your time, your love, and your money to set them up for success. So, what do you do when your now-adult-child asks for financial aid?As more baby...

Monday, May 24, 2021

Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important – perhaps more important. The history of...

Monday, May 17, 2021

The COVID Comeback: How to recover your finances after the pandemic Whether you lost your job or have sky-high medical bills, many are asking the question, “How do I come back from this?” Josslyn Howard, with First Coast...

Friday, May 14, 2021

Everyone needs an emergency fund. You should have this cushion in place before you buy a new car, pay for a vacation, or anything else fun and entertaining. In the next two minutes, I will tell you how much you should be keeping in...

Wednesday, May 12, 2021

Please note: the following transcript has not been edited for accuracy and proper grammar. If you'd like a more formal copy, please reach out to us. We'd be happy to help! Announcer 0:02 Welcome to dad cents a podcast for folks looking...

Wednesday, May 12, 2021

Please note: the following transcript has not been edited for accuracy and proper grammar. If you'd like a more formal copy, please reach out to us. We'd be happy to help! Announcer 0:02 Welcome to dad cents a podcast for folks looking...

Monday, May 10, 2021

We know how devastating being the victim of fraud can be. When it comes to protecting credit, most people only consider taking precautions for adults. But many victims of identity theft crimes are children. Why? Their credit typically...

Tuesday, May 4, 2021

There are a few important documents that are imperative to know where they are at all times and ensure they are protected from theft and in case of emergency. Often times, these documents can be difficult to find when needed most, so...

Monday, April 26, 2021

Divorce is an ending, and endings aren’t easy. There’s a lot of emotion involved: sadness, confusion, fear of the future, and maybe anger, to name just a few. It’s understandable if you want to sit on the sofa...

Monday, April 19, 2021

While we all hope its something that will never affect us personally, cancer is a worry to all who are impacted by it. Along with the anguish of being diagnosed with cancer, many patients are also hit with major medical bills for...

Thursday, April 15, 2021

The following is the text transcript from Dad Cents Season 2 Episode 7. It has not been edited. Enjoy! Announcer 0:02 Welcome to dad cents a podcast for folks looking to grow their financial future. This podcast is hosted by Jason...

Monday, April 12, 2021

In a world where everything financial seems to be connected to an online account, it’s incredibly important to have good passwords to keep everything safe and secure. Yet a common complaint from clients is that it’s hard...

Monday, April 5, 2021

While creating an estate plan is a common part of a financial plan, creating a family legacy is equally as important when thinking about how you want the wealth you’ve built to be distributed. In addition to including your...

Thursday, April 1, 2021

What if you were going on a trip and you were offered the opportunity to fly on one of two jet airplanes?The first is piloted by an experienced pilot who is being paid to pilot, the second has no pilot but you are allowed to flight...

Monday, March 29, 2021

While it’s natural to look ahead to a leisurely retirement, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four...

Tuesday, March 23, 2021

Note: this has not been edited and/or properly formatted. Announcer 0:02 Welcome to dad cents a podcast for folks looking to grow their financial future. This podcast is hosted by Jason Fuchs, a dad, a husband and managing director of...

Monday, March 22, 2021

Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you another month to file your taxes!The Treasury Department and Internal Revenue Service has announced that...

Friday, March 19, 2021

Today's markets offer many opportunities for long-term investors. However, business owners need to be able to separate the news from the noise. We will cover 5 themes you should be aware of that could influence investment choices and...

Monday, March 15, 2021

We always hope our clients feel confident discussing money with their families. The truth is, talking about money can be uncomfortable! Where do you begin? What’s the right age? The good news is, it’s never too early to...

Monday, March 8, 2021

I’m sure you’ve heard that the House recently passed the Senate another round of stimulus to try and counteract the economic effects of the COVID-19 pandemic. The new stimulus package could narrow income eligibility to...

Monday, March 1, 2021

Monday, February 22, 2021

One of the biggest decisions to make in retirement is ensuring you have the health care coverage you need, when you need it. Medicare can be a complicated program to navigate and as you approach the time in which you can begin...

Monday, February 15, 2021

Again, I’m pulling inspiration from my friends at Meat Church BBQ. Some of the best tacos I’ve had were out of food trucks in the DC area. One of my favorites is Barbacoa, and any time I’m in love with something food...

Monday, February 15, 2021

Tax time is upon us and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to send along this handy checklist to help with that...

Monday, February 8, 2021

Insurance: we all hope to not need it, but wouldn’t want to be without it when we do. Car insurance, health insurance, life insurance, home insurance… you and your spouse probably have most – if not all –...

Wednesday, February 3, 2021

This is a transcript from Dad Cents podcast Season 2, Episode 3. I hope you enjoy! Announcer 0:02 Welcome to dad cents a podcast for folks looking to grow their financial future. This podcast is hosted by Jason Fuchs, a dad, a husband...

Monday, February 1, 2021

For many of us, Social Security plays an important part in our financial plans for retirement or later stage of life. Even if you’re years away from applying for benefits, there are good reasons to set up your online Social...

Monday, January 25, 2021

When you were young, your parent most likely warned you not to trust strangers. As your parent grows older, it’s time to return the favor. Seniors are frequent targets for financial scams, many have considerable assets and...

Tuesday, January 19, 2021

Monday, January 18, 2021

I've always been a fan of monkey bread and matter of fact, back in my high school and college days, mom used to cook it on special occasions. I love you mom and nothing against you, I don't think it was homemade, though! Kidding aside...

Monday, January 18, 2021

As we’ve seen, data breaches, such as the Russian-based SolarWinds attack that was announced late last year, can have major impact on online security. In light of these recent data breaches, we wanted to send along some tips to...

Monday, January 11, 2021

If you are anticipating an annual bonus this year, it’s wise to come up with a thoughtful plan for the extra cash before it comes so you can get the most benefit from it. If you need more time to consider your options, deposit...

Tuesday, January 5, 2021

Jason Fuchs 0:00 Often clients, they can become uneasy when the discussion of an estate plan comes up thoughts that estate plans are too expensive to create, or that you only need one if you're a millionaire, couldn't be further from...

Monday, January 4, 2021

Be sure to use the best and freshest crabmeat you can get your hands on. This makes all the difference in these lightly battered and totally addictive fritters - trust me! Makes 12 Servings Ingredients CRAB MIXTURE 1/2 small shallot,...

Monday, January 4, 2021

Recently, the U.S. Senate and House of Representatives overwhelmingly passed a $900 billion COVID-19 relief bill that provides greater unemployment benefits and additional stimulus payments to individuals and families, as well as more...

Wednesday, December 23, 2020

I wanted to take a moment and wish all of you a happy and healthy holiday celebration. Take a break and chill because this is the time of year to rejoice, celebrate, and feel rewarded. No matter how distant our loved ones may be this...

Monday, December 21, 2020

U.S. retail sales suffered in the spring of 2020 due to safety concerns, government-mandated lockdowns, and economic uncertainty wrought by the coronavirus pandemic. Sales — including purchases at stores, restaurants, and online...

Tuesday, December 15, 2020

Click Here to Download 2020 Year End Tax Tips

Monday, December 14, 2020

What is the charitable deduction? The charitable deduction allows you to deduct the value of property you give to charity from your estate and may reduce any federal gift and estate tax that may be owed. Charitable gifting allows you...

Monday, December 14, 2020

I obtained this recipe through a book I purchased for my bride Amber. The book is called Sally's cookie addiction written by Sally McKenney. Have you ever heard of kitchen sink cookies? They're basically a cookie with everything but...

Thursday, December 10, 2020

Wednesday, December 9, 2020

Click Here to Download a Guide to Charitable Giving

Monday, December 7, 2020

Click Here to Download Comprehensive Key Numbers

Monday, December 7, 2020

Click Here to Download Key Numbers 2021

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

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

Click Here to Read the Article

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

Click Here to Read the Full Article

Monday, August 31, 2020

Click Here to Read the Full Article

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

Click Here to Read the Full Article

Friday, August 7, 2020

Click Here to Read the Full Article

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!