SageSpring Wealth Partners

Have you been putting off that dentist appointment? Or maybe you need to stock up on health essentials? With the end of the year approaching, it’s the perfect time to use your Flexible Spending Account (FSA) dollars!?Consider spending on over-the-counter meds, first aid supplies, or even scheduling a check-up. Don’t let your FSA dollars go to waste – make the most of your benefits before the deadline of December 31st! #FSA #FlexibleSpending #MaximizeYourBenefits

When it comes to managing your money and planning for the future, you don't have to go it alone! The right financial team can make all the difference, helping you navigate everything from investments and taxes to insurance and estate planning. Curious about who you should have in your corner? Swipe through the carousel to find out who should be on your financial dream team and why each role matters. #FinancialTeam #Finances #Insurance #EstatePlanning #Investments

As 2024 comes to a close, it’s the perfect time to review your estate plan and ensure everything is in order. From updating your will and trusts to checking beneficiary designations, a little end-of-year review can give you peace of mind for the year ahead. Take a moment to go through this checklist and make sure your plans reflect your current wishes and life changes. Need guidance or have questions about your estate plan? Reach out to an advisor: https://lnkd.in/gMbnf84q #EstatePlanning #YearEndReview #PlanForTheFuture

As the year winds down, it's time to think about maximizing your retirement contributions! Are you on track to hit your 401(k) or IRA contribution limits? Every dollar you add now can make a significant difference in your future. Whether you’re looking to increase your contributions or take advantage of catch-up contributions if you're over 50, it’s not too late to boost your savings! Let’s make sure you finish the year strong. If you have questions or need guidance on your retirement plan, we’re here to help! #RetirementPlanning #MaximizeYourContributions #SecureYourFuture

Medicare Open Enrollment is here! Now’s the perfect time to review your coverage and make sure it fits your health needs and budget. Whether you’re looking to update your benefits, maximize contributions, or explore new options, don’t let this important period pass by.? ? Our team at SageSpring Wealth Partners is here to help guide you through the process so you can make the most of your benefits and secure your health for the year ahead. Reach out today to get started! ? #MedicareEnrollment #HealthCoverage #MaximizeYourBenefits?

Today, we pay tribute to the courage and sacrifice of our veterans. We deeply appreciate your service and commitment to safeguarding our freedom. Happy Veterans Day.

Tomorrow is Election Day, and while the results may feel uncertain, what’s certain is the power you have over your mindset and well-being. Here are a few affirmations to keep in mind as we move through the next few weeks. At the end of the day, the values you live by will guide you through any outcome. If you need support or want to revisit your financial goals, we’re here for you. #ElectionDay #StayGrounded #FinancialWellness

At SageSpring, we're dedicated to providing sophisticated wealth management solutions that help minimize surprises, reduce stress, and save you time and money. Our comprehensive services include everything from balance sheets and full oversight of your wealth to tax-efficient investing. Whatever your financial needs, we’re here to support you every step of the way. Let us help you navigate your financial journey with confidence. https://lnkd.in/eTUhhM9C #SageSpringWealthPartners #FinancialAdvisor #Investments #RetirementPlanning #WealthManagement #FinancialPeace

Have you ever dreamt about what leaving a #legacy could mean for your family? Maybe you've built a lot of #wealth and want to pass that along to future generations. Or perhaps, you'd like to establish a giving fund that benefits a #charity close to your heart when you’re gone. If you’ve spent a lifetime #giving, there’s no reason you can’t continue making an impact on the world even after you’re gone. From charitable giving accounts to wills, trusts, and retirement accounts, the possibilities are there to ensure your legacy lives on. What’s your legacy vision? ??? #LegacyPlanning #WealthManagement #FinancialGoals #CharitableGiving #EstatePlanning #Legacy #LegacyBuilding

When you team up with a skilled advisor, you gain their expertise and a clearer picture of your financial situation. They’ll help create a customized plan to achieve your short-term and long-term goals while keeping you on track and adjusting as life changes. Curious about how they can assist you? See below for common areas where a financial advisor can provide valuable guidance. #FinancialPlanning #SageSpringWealthPartners #FinancialGoals #Finances #FinancialServices