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Blog

Close up portrait of child giving two thumbs up
Arnie Pechler III | May 24, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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A calculator and a pen on top of a graph
Arnie Pechler III | May 10, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Toddler standing at the bottom of a stone staircase
Arnie Pechler III | May 5, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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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.
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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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