Joel Morawski CFP® and Sandra Barry MBA.
Sage Investment Group's team of seasoned professionals have more than 50 years of combined experience providing financial advice to clients located across the country.
Meet Our Team
Click through our employees to learn more about our team and what they can do for your financial needs.
Learn MoreNewsletters
-
Midyear Checkup: Can You Contribute More to Your Retirement Plan?
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
-
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
-
Is It Time to Declare Your Financial Independence?
Here are some ideas to help pursue a life of financial freedom.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.