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Blog

Older couple embracing on a boat overlooking a body of water
Arnie Pechler III | Apr 24, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
Read More
Watercolor style picture of 5 carrots sprouting from the ground.
Arnie Pechler III | Apr 10, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
Read More
An older man relaxing and laying down in an inner tube on relaxing water.
Arnie Pechler III | Mar 27, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
Read More
Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Arnie Pechler III | Mar 13, 2024

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
Read More
Image of an American flag, with a person looking out of them similar to window blinds.
Arnie Pechler III | Feb 28, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

Read More
A brain surrounded by circles representing brain waves
Arnie Pechler III | Feb 14, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

Read More
Person holding jar of coins with a 'savings' label
Arnie Pechler III | Feb 1, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
Read More
Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Arnie Pechler III | Jan 24, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More

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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.

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