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Blog

Ten key accounting calculator on a soft yellow desk
Arnie Pechler III | Apr 13, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Arnie Pechler III | Jan 5, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Hand holding a bill with a red "Past Due" stamp on it
Arnie Pechler III | Jan 5, 2023

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More
Unwrap A Holiday with Less Stress | Sage Financial Planning
Arnie Pechler III | Jan 5, 2023

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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A row of houses along a canal
Arnie Pechler III | Jan 5, 2023

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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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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