Our firm was recently awarded the 5 Star Professionals Wealth Manager Award! Sage Investment Advisers, LLC is an independent financial advisor firm located in Poughkeepsie, NY. The firm provides services from retirement planning, Social Security Optimization, and other necessary financial services to help you prepare for the now and the future.
A financial or investment advisor is a critical asset in helping you achieve your investing goals. Be sure to ask yourself the following questions before choosing who to work with.
Retirement planning can be an exciting process, however, working with a financial advisor/retirement planner will ensure your plan includes expected and unexpected retirement expenses.
Have you recently experienced financial hardship and are looking to take an early withdrawal from your retirement account? Working with an experienced financial advisor can allow you to be aware of the risks, determine if this is the best option, and create a plan on how to pay back your retirement account.
With the Social Security Administration (SSA) announcing a 5.9% cost-of-living increase (COLA), Social Security Optimization will be more important than ever.
You will want to meet with your financial planner to review any life changes as well as receiving further advice on how to better manage your overall personal finances. Meeting your financial planner at the end of each year can help you financially set for the new year.