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Reflections on our May 4th Seven-Year Anniversary

May 4, 2015 in Family Money, Financial Life Planning, Gratitude, Insurance, Mindful living

Long-time readers of the SAGEbroadview Blog are already familiar with my story but permit me a moment to fill in our new readers. On May 4th, 2008 (just as the Great Recession got under way!) my family and I were in a serious car accident....

Your Investment Policy Statement: Put It in Writing

December 9, 2014 in Advisor Role, Investing, Money Management

In our previous post, “How to Hold a Financial Fire Drill,” we discussed the importance of understanding your true risk tolerance and routinely practicing how it applies to your investment plans. That way, when market risks arise for real, you’ll be less likely to abandon...

Refreshing Your View on Retirement

May 15, 2013 in Financial Life Planning, Mindful living, Retirement Planning

When surfing the web on your laptop, your browser has a “refresh” button, in case you want to ensure you’re seeing the most up-to-date version of whatever you’re viewing. When we were redesigning our website last year, I used that function a lot! I wish...

Financial LIFE Planning: Giving

April 24, 2013 in Charitable Giving, Financial Life Planning, Gratitude, Mindful living

In the past few weeks, I’ve dedicated our SAGE blog to four streams of consciousness that combine to serve as the undercurrent, or the “life” portion, of financial LIFE planning: Gratitude Meditation Spending time with your tribe Giving I’ve intentionally saved Giving as the best...

Financial LIFE Planning: Spending Time With the Tribe

April 17, 2013 in Financial Life Planning, Gratitude, Mindful living

Have you caught this two-minute YouTube video that’s been making its way around the social media channels lately, “Cat-Friend vs. Dog-Friend”? Be forewarned, it’s edgy. Huffington Post describes it as “tastefully offensive,” a combination I’m still pondering. Either way, last I checked, it’s nearing a...

Financial LIFE Planning: The Astounding Benefits of Gratitude

April 3, 2013 in Financial Life Planning, Gratitude, Mindful living

At SAGE Advisory Group (now SAGEbroadview Financial Planning effective 1/1/2014), among our key messages on our website home page and in our practice is: Financial planning is about resolving life’s complexities – not expanding on them. It’s one reason we call it Financial LIFE Planning....

Reflections on our May 4th Seven-Year Anniversary

Your Investment Policy Statement: Put It in Writing

Refreshing Your View on Retirement

Financial LIFE Planning: Giving

Financial LIFE Planning: Spending Time With the Tribe

Financial LIFE Planning: The Astounding Benefits of Gratitude

Early Year Check-In

Midyear Check-In

End of Year Check-In