Introducing the 530A Accounts
An article explaining 530A Accounts.
Financial Planning
Budgeting and Cash Flow Planning
We begin with a review of your income, spending, and savings. From there, we help you create a more intentional and effective approach to managing your money day to day, while keeping long-term goals in mind.
Planning for Your Goals
Whether you are saving for retirement, planning for college expenses, preparing to buy a home, or hoping to travel more, we help you turn your goals into a strategy with clear next steps.
Social Security and Medicare Guidance
We provide support to help you make the most of your benefits. From when to claim Social Security to how to coordinate Medicare enrollment, we help you understand how these pieces fit into your broader financial plan.
Second Careers and Financial Independence
Thinking about a second act or pursuing early financial independence through FIRE or FINE strategies? We work through the numbers with you so you can explore your options with confidence.
Planning by Life Stage
Financial needs and strategies shift over time. Whether you are building credit in your twenties, growing a family in your forties, or preparing a legacy in your seventies, our advice is tailored to the life stage you are in right now.
Inheritance and Legacy Guidance
We help you clarify your wishes and structure your plan to protect your assets and ensure your legacy reflects what matters most to you and your loved ones.
Why Work With Sage Path?
We Act in Your Best Interest
We are fiduciaries within advisory relationships. That means we are committed to always putting your needs first and offering advice that serves your best interest.
We Keep It Personal
You are never just an account number. We take time to listen, understand your story, and offer support that fits your life.
We Use Smart Tools and Real Conversations
We leverage modern financial tools to give you clear insights, but the most important part of our work is the relationship we build with you.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.