Saige Private Wealth

As we commemorate International Woman's Day today, we wanted to take a moment to celebrate the remarkable achievements and contributions of women worldwide.   International Women's Day serves as a reminder of the progress we've made in advancing gender equality and recognizing the invaluable role that women play in every facet of society. It is also an opportunity to reflect on the work that still lies ahead to ensure a more inclusive and equitable future for all.   At Saige Private Wealth, we are fortunate to have a strong female team, from its leader to its support staff, who contribute their talents, skills, and leadership to drive success and innovation. We invite each of you to join us in celebrating the achievements of women, not just today but throughout the year. Let's continue to foster an environment where everyone, regardless of gender, feels empowered to reach their full potential.   Wishing you a happy and empowering International Women's Day! ---------------------------- Al conmemorar hoy el Día Internacional de la Mujer, queríamos tomarnos un momento para celebrar los notables logros y contribuciones de las mujeres en todo el mundo. El Día Internacional de la Mujer sirve como un recordatorio del progreso que hemos logrado en el avance de la igualdad de género y el reconocimiento del papel invaluable que desempeñan las mujeres en todas las facetas de la sociedad. También es una oportunidad para reflexionar sobre el trabajo que aún queda por delante para garantizar un futuro más inclusivo y equitativo para todos.   En Saige Private Wealth, tenemos la suerte de contar con un sólido equipo femenino, desde su líder hasta su personal de apoyo, quienes aportan sus talentos, habilidades y liderazgo para impulsar el éxito y la innovación. Invitamos a cada uno de ustedes a unirse a nosotros para celebrar los logros de las mujeres, no sólo hoy sino durante todo el año. Sigamos promoviendo un entorno donde todos, independientemente de su género, se sientan capacitados para alcanzar su máximo potencial.   ¡Les deseamos un feliz y empoderador Día Internacional de la Mujer!

A long-term care policy can help you and your loved ones cover the costs associated with care that typical health insurance doesn’t cover, including assisted living. Here are ten things you should know about long-term care insurance as you assess your coverage needs. #LongTermCare #Insurance #Aging #Healthcare

Did you know that individuals over 65 can qualify for an extra standard deduction starting in 2024? Learn how to qualify for the extra deduction so that you can lower your taxable income. #TaxDeduction #Taxes #TaxManagement #IncomeTaxes

The IRS adjusts the income thresholds for long-term capital gains each year for inflation. Learn what the income brackets are for capital gains taxes in 2024, plus how capital gains are assessed on assets like collectibles and qualified small business stock. #Investing #Taxes #TaxManagement #CapitalGains

Everyone dreams of retirement, but there are a number of misconceptions about the retirement planning process that may make it harder for you to achieve your goals. It’s time to debunk some retirement planning myths. #Retirement #RetirementPlanning #SocialSecurity #FinancialPlanning

The topic of estate planning isn’t always a fun one to discuss with family, but it’s nonetheless an important step toward ensuring your wishes are honored and your loved ones are taken care of when you’re gone. Here are a few tips for discussing your estate plan with loved ones while you’re gathered for the holidays. #EstatePlanning #LegacyPlanning #FamilyFinances #FinancialPlanning

Selecting the right retirement account (or accounts) for your needs is a crucial first step on the path to achieving your long-term financial goals. Read about the different types of retirement plans here. #RetirementPlanning #Investing #IRA #401k

Dividends can be categorized as “qualified” or “ordinary” and each is treated differently for tax purposes. Here’s what investors need to know. #Investing #Dividends #Stocks #TaxManagement

Have you ever engaged in some retail therapy or felt pressure to make a purchase? Our spending habits are intimately tied to our emotions, which can drive us to spend money against our better judgment. Learn some strategies for curbing emotional spending. #PersonalFinance #Budget #Spending #FinancialPsychology

Between surging interest rates, persistent inflation, and a highly volatile stock market, 2023 has been an interesting year. Let’s take a look back at some of the financial lessons we can learn from the past 12 months. #PersonalFinance #Volatility #InterestRates #Inflation