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10 Apr 3 Things: How to be happier, read more, and why you should start meditating

Posted at 02:01h in Mindful living

Bill Gates does 4 simple things to be happier 1. Bill Gates says he’s happier at 63 than he was at 25 because he does 4 simple things (Business Insider, 3/12/2019) 1) Follow through on your commitments. 2) Have a mindset of giving. 3) Treat your body like a sacred temple....

27 Sep Sheri Iannetta Cupo, Founding Partner (Retired) & Director

Posted at 19:20h

12 Jun 3 Things: All Things Health

Posted at 14:44h in Financial Life Planning, Mindful living

Someone who is uniquely positioned as both a physician & financial planner offers advice on health care In 3 Ways to Stand Up to the Healthcare System & Control Costs, Dr. Carolyn McClanahan, CFP® shares “three ways to effect change in our system, get better...

24 Apr Might I Motivate You To Meditate?

Posted at 15:52h in Gratitude, Mindful living

Remember Ray and the late Tom Magliozzi of Car Talk? I miss their weekly advice, and so does my car. I’ve even been known to have browsed their “shameless commerce” division. Today, I’m going to engage in some shameless commerce of my own … but...

08 Feb Three Cheers to Three Years at SAGEbroadview

Posted at 07:40h in SageBroadview News

Whenever the world rings in a new year, we are privileged to reach another milestone that, in our opinion, seems almost as worthy of global celebration. Happy third birthday to us! On January 1, 2014, SAGE Advisory Group of Morristown, NJ and Broadview Financial Planning...

31 Jan What Sheri’s Reading: January 2017 Edition

Posted at 16:33h in Mindful living, SAGE Reads

I don’t know about you, but I’m a fast reader and I can barely keep up with the news these days. I start each morning reading from a variety of national and local media outlets (and support each one with paid subscriptions which I...

04 May Reflections on our May 4th Seven-Year Anniversary

Posted at 10:26h 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....

09 Dec Your Investment Policy Statement: Put It in Writing

Posted at 21:15h 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...

15 May Refreshing Your View on Retirement

Posted at 10:44h 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...

24 Apr Financial LIFE Planning: Giving

Posted at 11:04h 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...