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Blog

A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Arnie Pechler III | Jan 10, 2024

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Arnie Pechler III | Dec 27, 2023

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Arnie Pechler III | Dec 13, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Arnie Pechler III | Dec 1, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Man reading newspaper next to laptop and phone
Arnie Pechler III | Nov 22, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Set of keys beside miniature house
Arnie Pechler III | Nov 8, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Arnie Pechler III | Nov 7, 2023

How does the economy look to you?

Interest
Inflation
Investments
Economy
Do you feel like the economy isn’t making a lot of sense right now? There’s a big divide between the current data and what many Americans are feeling.
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Couple walking in a field with the ocean in the background
Arnie Pechler III | Oct 25, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Business page of a newspaper
Arnie Pechler III | Oct 11, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Parent reading a book to their newborn child
Arnie Pechler III | Sep 27, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Grandmother with child
Arnie Pechler III | Sep 13, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Person writing a list in a notebook
Arnie Pechler III | Sep 1, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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New York

sage@upallc.com
315-576-6553

19607 NYS Route 3,
Watertown, NY
13601

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sage@upallc.com
843-301-0074

35 Sugar Mill Dr,
Okatie, SC,
29909

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*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.

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