Sage Financial Planning

08/31/2026

Permission to Spend in Retirement: A Skill Rarely Taught

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite.Nobody teaches that part. There is no course on how to spend the money you spent a lifetime building, so the discipline, the caution, and the watchful eye on every bal...

08/21/2026

There are four ways to approach risk. You can ignore it or avoid it entirely. Or managing it carefully. Or transferring it through insurance.

Every one of these can work, but the key is knowing which one you're choosing and why.

Of these four approaches, which one do you instinctively reach for?

08/14/2026

📢 Happy Financial Awareness Day! 📢

Today is a day to pause, reflect, and elevate our financial consciousness! 💰💡

Financial Awareness Day serves as a powerful reminder of the importance of understanding our money matters, planning for the future, and making informed financial decisions. Let's take this opportunity to empower ourselves and build a strong foundation for our financial well-being.
Here are some steps we can all take to embrace financial awareness:

📈 Set Financial Goals
💵 Budget Wisely
💳 Reduce Debt
📚 Educate Yourself
🚀 Invest in Yourself
🏦 Save & Invest Smartly
💬 Talk About Money

Let's commit to making positive changes in our financial lives. By taking small, consistent steps, we can pave the way for a brighter and more secure financial future. 🌟

💸💡🚀

08/07/2026

View AssetMark CIO Christian Chan’s latest update as he explores how, like Odysseus’ perilous journey home, today’s investment environment is shaped by changing winds, unexpected detours, and the importance of staying focused on long-term goals.

Christian Chan, Chief Investment Officer at AssetMark, discusses the implications of Chairman Kevin Warsh's first Federal Reserve meeting, emphasizing the Fed's commitment to fighting inflation and maintaining price stability. He highlights the Fed's revised economic projections, indicating increase...

08/06/2026

What to Do With Your Next Dollar: A Financial Order of Operations

What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what to do. It's knowing what to do first, and in what order.That's a harder question than it looks. Each of these priorities is sound on its ow...

07/17/2026

Trump Accounts: What Parents and Grandparents Should Know

Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.Depending on the article, they sound like a college fund, a retirement account, or something brand new altogether.For parents and grandparents trying to figure out whether any of it matters for their f...

07/06/2026

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.For much of the last century, retirement followed a fairly predictable pattern: work for decades, retire around age 65, and slow down. Today, that picture looks very different.Retirement has evo...

07/06/2026

Watch AssetMark CIO Christian Chan discuss why he expects the longer-term outlook for equities to remain positive, though markets may consolidate during the summer, and emphasizes staying invested, diversified, and focused on long-term goals.

Vidyard video

06/15/2026

Business Succession Planning: Built to Last vs. Built to Transfer

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out.Research suggests it usually doesn't.The Businesses That Quietly Run...

06/01/2026

Checking Your Portfolio Isn't the Same as Reviewing It

Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....