[caption id="attachment_4445" align="aligncenter" width="500"] SAGEbroadview: Achieving Harmony & Balance[/caption] Part III: Additional Notes on Financial Harmony In Part I of our three-part series on managing held-away accounts, we described the important role retirement plans play in your life, as they are often among the biggest building blocks...

[caption id="attachment_4428" align="aligncenter" width="450"] SAGEbroadview: Achieving Financial Harmony[/caption] Part II: From Hodge-Podge Investing to Financial Harmony In our last blog post, we introduced the concept of organizing the building blocks of your household assets under the unified oversight of a financial professional. These include your primary...

[caption id="attachment_4396" align="aligncenter" width="500"] SAGEbroadview: Most families could use a financial “general contractor” to organize the building blocks in their lives.[/caption] Part I: Building Blocks for Your Life’s Goals Building your dream home involves countless moving parts: architectural blueprints, plumbing and electric, interior design, landscaping, city permits...