As 2022 comes to a close, we at SageSpring are reflecting on how grateful we are to all of you. Our business may be wealth management, but our passion is serving you and your families. We are thankful to work alongside you every day. This year has brought tremendous opportunities, and with it an exciting new chapter as we transitioned to a name and brand that better encompasses who we are. Our commitment to our clients is what motivated us to embark on that journey, and our clients made the transition possible. We want to thank you for your continued support and trust in us.
Our transition to SageSpring Wealth Partners was our main highlight of the year, but it wasn’t our only one. We were honored to help our clients gain financial confidence and plan for their futures despite a fluctuating economy. And our advisors remained committed to making their financial knowledge accessible to everyone through our blog.
In case you missed them, our advisors have compiled a list of what they believe were the most valuable financial and market insights shared on our blog this year.
Top 10 Must-Read Insights of 2022
1. 3 Questions to Ask your Financial Advisor at Every Check In
2. Is Medicare Coverage Right for You?
3. A Guide to Financial Wellness
4. Leaving a Legacy for your Children and Grandchildren
5. Demystifying Annual IRA Tax Documents
6. Should You Apply for Student Loan Forgiveness?
7. Second Act Income Opportunities to Explore
8. How Does the Cost of Living Increase Affect You?
9. What is a Tennessee Community Property Trust and How Does It Work?
10. Raising Financially Responsible Children
It has been a joy for us here at SageSpring to create plans to help you reach your financial goals this past year, and we look forward to serving you in the year to come. Connect with an advisor today and let us design a plan that can set you up to reach your goals in 2023. We wish you and your family a very happy and prosperous new year.
The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of SageSpring Wealth Partners and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
