[caption id="attachment_4770" align="aligncenter" width="576"] SAGEbroadview: How good is your liability coverage?[/caption] Taking a Second Look at Your Current Liability Coverage By Guest Author Rocco Esposito, Esposito Insurance Group Most current standard home, condominium and renters’ insurance policies include liability coverage to protect you against some of life’s usual...

[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...

[caption id="attachment_4369" align="aligncenter" width="450"] SAGEbroadview: The role of real estate in your portfolio.[/caption] Depending on your unique risk tolerances and financial goals, there are times it can make sense to allocate a percentage of your portfolio to real estate investments. But there’s real estate, and then...

[caption id="attachment_4332" align="aligncenter" width="500"] SAGEbroadview:Gold: Better for the jewelry box or the Olympics.[/caption] As Valentine’s Day nears, it seems like as good a time as any to cover the frequently asked question about whether gold has an appropriate place in your investment portfolio. We’ve got nothing...