Independent SagePoint Financial Advisors
"Serving Families in the Marcellus and Utica Shale Regions of Ohio"
We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
Stephen R. Myers
CHARTERED RETIREMENT PLANNING COUNSELOR
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The true cost of raising a child may be far more than you expect.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
However exciting retiring abroad may sound, it deserves considerable planning.
Healthy habits are one of the greatest gifts to give your child.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The decision whether to buy or rent a home may have long-term implications.
What does your home really cost?
How do the markets usually react to elections? Was the 2016 election any different?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.