Gifting Appreciated Securities: A Tax-Efficient Strategy to Diversify Concentrated Stock Positions

  Written by: Christine Parker, CFP®, APMA™, CRPC™, CSRIC® Investors who hold significant positions in individual stocks face a unique challenge: while the growth potential is considerable, the risks associated with concentrated stock positions can be substantial. One way to address this challenge while supporting meaningful causes is through the tax-efficient strategy of gifting appreciated … Read More →

Navigating the Financial Impact of Caregiving: Understanding Sequence of Savings Risk

Written by: Christine Parker, CFP®, APMA®, CSRIC® As a working family caregiver, balancing the demands of caring for an older parent or loved one with managing your career and financial security can be overwhelming. Many caregivers reduce their work hours or leave their careers early to provide care, significantly impacting their retirement savings and long-term … Read More →

Nurturing a Healthy Mind: Essential Tips for Strong Brain Health

Embrace These Seven Habits to Enhance Your Cognitive Well-Being Maintaining strong brain health is essential for leading a fulfilling and vibrant life, especially as we age. At Sagepoint Senior Living Services, we are dedicated to promoting wellness and enriching the lives of our residents. By adopting these seven key habits, you can take proactive steps … Read More →

Navigating the Challenges of Aging: Tips for Maintaining Independence in Seniors with Dementia 

  As our loved ones age, the threat of diseases like Alzheimer’s and other forms of dementia looms large. With over 6 million adults affected by Alzheimer’s disease in the U.S., it’s a concern that many families face. While these conditions bring cognitive and functional challenges, there are ways to support seniors in maintaining their … Read More →

Mind Matter: Daily Habits for Lowering Risk of Dementia

While there is a lot that we still don’t know about dementia, it’s important to arm ourselves with the information that we do know about this disease. For our seniors and aging relatives, we want to recognize and encourage behaviors that will not only create a healthier lifestyle but also lower the risk of developing … Read More →