Client Portal

Client Portal
Sage Wealth Plans
  • Home
  • About Us
  • Services
    • Services
    • Dow Wealth Management
  • Areas of Focus
    • Cash Flow Planning
    • Investment Management
    • Income Tax Planning
    • Retirement Planning
    • Retirement Income Planning
    • Estate & Legacy Planning
    • Education Planning
    • Risk Management
  • Our Process
  • Insights
Meet With Us
Sage Wealth Plans
call circle
Menu

Posts by admin

jugger
09 Dec
Uncategorized

The HSA Juggernaut

Posted by author-avatar admin
December 9, 2022
Heath Savings Accounts (HSAs) were established in 2003 as part of the Prescription Drug Improvement and Modernization Act. They were cr...
Continue reading
history
09 Dec
Uncategorized

History Lesson

Posted by author-avatar admin
December 9, 2022
“Nothing is more powerful than an idea whose time has come.” - VICTOR HUGO   Not all that long ago, Financial Planning for most...
Continue reading
family
09 Dec
Uncategorized

Financial Planning is not about money

Posted by author-avatar admin
December 9, 2022
The adoption and fertility finance show with Matt Doran, CFPhttps://www.youtube.com/watch?v=vtI-oXE9EvE
Continue reading
img1
09 Dec
Uncategorized

Is $2 million enough to feel wealthy?

Posted by author-avatar admin
December 9, 2022
Continue reading
Uncategorized

The Great Rate Debate

Posted by author-avatar admin
September 26, 2022
While the Dog Days of Summer generally are not good for the stock market, this year has had a few more twists and turns than usual....
Continue reading
Retirement Funding

Meet IRMAA

Posted by author-avatar admin
September 26, 2022
Sneaky taxes…. Are you at risk? IRMAA stands for Income Related Monthly Adjustment Amount and is a surcharge, or “sneaky tax”, that hi...
Continue reading
Uncategorized

Taxable Income Insights

Posted by author-avatar admin
September 26, 2022
Taxable income (not total income) is what determines your Cap Gains rate. Adjustments help reduce your total income – are you maximizin...
Continue reading
passive income2
02 Aug
The Passive Investor Podcast

The Passive Income Investor Episode 2: Embracing Illiquidity

Posted by author-avatar admin
September 15, 2022
Click Here to Listen to The Passive Income Investor Podcast: Episode 2 - Embracing Illiquidity Episode 2: Embracing Illiquidity In ep...
Continue reading
passive income1
02 Aug
The Passive Investor Podcast, Uncategorized

The Passive Income Investor Podcast Episode 1: The IRS is Your Partner

Posted by author-avatar admin
September 15, 2022
Click Here to Listen to The Passive Income Investor Podcast: Episode 1 - The IRS is Your PartnerEpisode 1: The IRS is Your Partner ...
Continue reading
  • 1
  • 2
Sage Logo Web 1 min
  • 1015 Vista View Dr Unit 2102 Georgetown, TX 78626
  • (231) 221-2448
  • [email protected]

Quick Links

  • Home
  • About Us
  • FAQS
  • Services
  • Our Process
  • Dow Wealth Management
  • Contact Us
  • Privacy Policy
  • Terms and Service
  • View Our Form ADV 2A

Sign Up for Our Newsletter


    Advisory services offered through Sage Wealth Planning, LLC, a registered investment with the states of Missouri,  and Michigan, and Texas and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.. Information presented is for informational and educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. You agree to first consult with a qualified financial adviser professional or your own tax, legal and accounting advisors regarding any content provided in connection with this site and before engaging in any transaction or implementing any strategy discussed herein. Past performance is not indicative of future performance.

    Privacy Policy / Disclaimer

    Copyright 2025 Sage Wealth Planning, LLC
    All Rights Reserved.

    • Home
    • About Us
    • Services
      • Services
      • Dow Wealth Management
    • Areas of Focus
      • Cash Flow Planning
      • Investment Management
      • Income Tax Planning
      • Retirement Planning
      • Retirement Income Planning
      • Estate & Legacy Planning
      • Education Planning
      • Risk Management
    • Our Process
    • Insights