Skip to main content
menu

       Book a Meeting

  • Home
  • About
    • About Us
    • Our Team
    • Our Process
    • Who We Serve
  • Our Services
    • Succession Planning for Business Owners
    • Retirement Planning
    • Asset Management
    • Financial Planning
    • Executive Compensation for Business Owners
    • Insurance Planning
  • Resources
    • Blog
    • Financial Calculators
    • Useful Links
    • Asset Map
  • Contact
  • Get Started
  • Form CRS
    • Ameritas Investment Company, LLC
    • Ameritas Advisory Services, LLC

Blog

Arnie Pechler III | Nov 13, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

Read More
Arnie Pechler III | Nov 1, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

Read More
Arnie Pechler III | Oct 23, 2024

Elections & market reactions

Investments
What do presidential elections mean for your portfolio?
Read More
default blog image
Arnie Pechler III | Oct 9, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

Read More
default blog image
Arnie Pechler III | Sep 25, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

Read More
Arnie Pechler III | Sep 11, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

Read More
Arnie Pechler III | Aug 28, 2024

What happens next? (market rollercoaster)

Investments
It’s been a wild August for markets. Let’s review.
Read More
Digital art image of a business person looking through a large set of binoculars.
Arnie Pechler III | Aug 14, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

Read More
Presidential Election
Arnie Pechler III | Aug 1, 2024

New presidential candidate? (What it could mean)

Investments
A lot has happened recently. Let’s review.
Read More
default blog image
Arnie Pechler III | Jul 24, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

Read More
Close-up image of an elderly hand being held by a younger-looking hand
Arnie Pechler III | Jul 10, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

Read More
Digital art of a lawyer standing next to a large document and gavel.
Arnie Pechler III | Jun 26, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Current page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Next page Next ›
  • Last page Last »
 

New York

sage@upallc.com
315-576-6553

19607 NYS Route 3,
Watertown, NY
13601

South Carolina

sage@upallc.com
843-301-0074

35 Sugar Mill Dr,
Okatie, SC,
29909

Get in Touch

*Representatives offer products and services using the following business names:  Sage Financial Planning – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments.
 
Additionally, Arnie Pechler, Sage Harosia and Jennifer Gerarve offer investment advisory services through Ameritas Advisory Services, LLC (AAS).  AIC and AAS are not affiliated with Sage Financial Planning or any other entity mentioned herein.

© 2025 Sage Financial Planning All rights reserved.