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Election Day

What Sheri’s Reading: Election Day Edition

November 8, 2017 in Financial Life Planning, Health Savings Account, Investing, SAGE Reads, Tax Management by Sheri Iannetta Cupo
If you lived in a place with an election yesterday I hope you exercised your right to vote. Here's why. Tax Nerd Stuff: On Monday, November 2nd, 2017 the House Republican leaders released the “Tax Cuts & Jobs Act” tax bill. We at SAGEbroadview are reviewing the proposal with all its many complexities, monitoring the debate this week and the inevitable subsequent revisions, and trying to determine how it may or may...
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Health Savings Account

Summer Refresher: Health Savings Accounts, Your Tax-Saving Super Power?

August 23, 2016 in Corporate Executives, Health Savings Account, Insurance, Summer Refresher Series, Tax Management, Young Adult Series by Sheri Iannetta Cupo
We founded SAGEbroadview because we love that warm, fuzzy feeling we receive when we can give financial advice that helps others appreciate the wealth of their life. Our favorite investment tips are the kinds that offer a double punch: (1) They’re not common knowledge, so they often go underutilized; and (2) once you do hear about them, they make so much sense that you wonder what took you so long...
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