Craft & Sage Wealth

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Retirement is a season ripe with opportunities to invest meaningfully in our families, communities, and the causes closest to our hearts. Today, we reflect on the legacies we wish to cultivate. What mark do you want to leave on the world? Share your vision for a retirement filled with purpose and impact. #Retirement

Wise financial planning is the foundation of a secure retirement. Whether you save, make strategic investments, or explore new income streams, the efforts you make today are the keystones of your future. 📊 Today encourages you to think about your financial strategy. How are you preparing to ensure your retirement is as rewarding as imagined? Let's discuss paths to #FinancialFreedom. #Retirement

Retirement opens the door to a world of rediscovery and personal fulfillment. Consider how you can stay physically active, mentally engaged, and socially connected. Are you up for morning yoga, joining a local book club, or taking dance lessons? How about learning a new language or planning your next travel destination? 👭 Think about building your 'retirement crew'—those who will walk, volunteer, and explore with you. The relationships we nurture will define our retirement years. 🛠️🌐 What activities and adventures will energize your days? Will you pick up woodworking or maybe blog about your journeys? Share how you plan to lead an engaged and fulfilling retirement! #Retirement

"The best time to plant a tree was 20 years ago. The second best time is now." - Chinese Proverb. This Long-Term Care Planning Month, Craft & Sage Wealth invites you to plant the seeds for a secure future. Just like planting a tree, the steps you take today can provide shade for your future self or loved ones through long-term care planning. Consider this: The American Association for Long-Term Care Insurance reports that 7 out of 10 people over 65 will eventually require long-term care. Your future self will thank you for the foresight and planning you do today. Why Is Planning So Important? Protect Your Savings: With long-term care costs potentially reaching over $100,000 per year, early planning can help ensure that your retirement savings are used as intended. Maintain Your Independence: Deciding on your care preferences now means that you're in control of your future. Preserve Your Legacy: Establish a clear estate plan to keep your family's future bright and your assets directed exactly where you want them. 🌱 Why Choose Craft & Sage Wealth? Because with us, your financial planning isn't left to chance. Our team provides long-term care planning rooted in understanding your unique goals and aspirations. We help navigate the complexities of long-term care, ensuring you have the coverage you need for peace of mind. #LongTermCarePlanning #SecureRetirement #EstatePlanningMatters #PlanningAhead #FinancialSecurity

This October, we honor the incredible achievements of women-owned small businesses during National Women's Small Business Month. The journey hasn't been easy, but these trailblazers have defied the odds: ✨ According to the Small Business Association (SBA), there are over 13 million women-owned businesses in America today! 💪 They generate $1.9 trillion in revenue. The Women's Business Ownership Act of 1988 gives female entrepreneurs greater access to capital and resources to make their dreams a reality. 🚀 We celebrate every woman who has taken the courageous leap into entrepreneurship. Your perseverance inspires us! We're proud to walk alongside you. Don't hesitate to tap into the SBA's resources, such as free training webinars and contracting programs. 🙌 Here's to shattering glass ceilings and showing the world what women can achieve. Share your favorite women-owned business below! 💫 #WomenOwnedBusiness #WomenOwnedSmallBusiness #WomenOwnedWednesday

"Stocks climb a wall of worry," goes the common Wall Street saying. And so far this October, there's no shortage of concerns. Here’s a brief overview: Middle East: When tensions escalate in the Middle East, financial markets commonly experience unrest. Focus often shifts to economic repercussions, such as fluctuations in oil prices and other potential disturbances. The Month of October: Although October is typically a strong month for stock performance, it is equally notorious for market volatility. Notable examples include the crashes of 1987 and 2008. Fed's Upcoming Decisions: With no Federal Reserve meeting set for this month, speculation about possible rate adjustments at the next two-day gathering in November is rife. Election Season: The 2024 election is now in its final stretch. While the presidential race garners the bulk of the attention, various important issues are up for vote nationwide. (On a positive note, we can strike the East Coast port strike off our list of current worries. However, watch for updates on "how long it will take to resume normal operations" following the brief labor stoppage.) #StockMarket #WallStreet #October

Celebrating World Financial Planning Day 🌎 Today, we’re celebrating the power of financial planning and its ability to transform dreams into realities. Whether you’re saving for a cozy home, a dream vacation, investing in real estate, or aiming for a stress-free future, we believe the right mix of essential elements cultivates growth. 🌱 What’s one financial goal you’re striving for this year? #FinancialPlanningDay

What are the key questions to ask a financial advisor? Start here! Discovering the right financial advisor can transform your journey toward financial security and growth. But how do you ensure the advisor you choose aligns with your goals, values, and investment style? Asking the right questions is your first powerful step toward a fruitful collaboration. Explore Their Credentials: "Can you share your qualifications and provide references?" Knowing your advisor's background and hearing success stories builds trust. Stay tuned for more tips on this topic, and feel free to contact our team for further assistance or to schedule a Fit meeting! https://lnkd.in/g4GA4Wts

Views from Clark Capital Management Group's newly renovated home office in Philadelphia! We had a productive day of due diligence meetings, which included engaging discussions on their investment strategies and market insights to help better serve our clients.