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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. 

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

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

Featured Content

Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.
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Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.
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