Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know.

Access My Investment Website

Access My Financial Planning Website

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Stock Information

Market Information

Life Insurance Quote

Divorce Resources

I am a member of Vesta Divorce. Vesta is not affilated with SagePoint Financial. Vesta Divorce empowers individuals thinking about, going through or recent divorced through a variety of educational materials and their network of professional.

Educational Events

Free Videos

Featured Content

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

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Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

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