Safe & Sound

RETIREMENT PLANNING

for Men and Women Over 55

HERE’S HOW WE HELP YOU

Enjoy the Retirement You Deserve

Retirement planning changes after age 55. How do you replace the income lost in retirement and maintain your lifestyle – without running out of money? SAGE can show you how – with absolute safety. CLICK HERE.

Maximize Your Social Security Benefits

Over 90% of men and women don’t get the Social Security benefits they’re entitled to, but Social Security will NOT tell you. We’ll show you how to get every dollar that’s rightfully yours. CLICK HERE for details.

Save on Taxes

Make this common mistake with Required Minimum Distributions (RMDs) and your tax bill can triple! Our founding partner is a Chartered Accountant. He can help you save thousands on taxes during retirement. CLICK HERE.

Free Retirement Consultation

OUR RETIREMENT PROFESSIONALS

IAN WELHAM
RFC^®, NSSA^®
FOUNDING PARTNER
Ian@SageFinancialPartners.com

Ian brings his accounting and CFO background to his role as a trusted retirement planning professional. If tax considerations haven’t been part of your retirement planning, you owe it to yourself to see the difference that proper tax planning can make to you and your family.

Meet Ian Welham

PAUL PARTRIDGE
RFC^®, NSSA^®
FOUNDING PARTNER
Paul@SageFinancialPartners.com

Paul co-founded Sage Financial Partners in 2008. “People want to know how to retire comfortably without worrying about running out of money,” he says. “It makes sense to get a fresh perspective on your retirement plan – especially if you’re over age 55 when planning strategies change.”

Meet Paul Partridge

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This Week’s Insights

Are You Budgeting Enough for Health Care in Retirement?

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October 11, 2018

Health care costs are increasing faster than any other expense (except maybe the cost of college). Which probably explains why one of the most common questions we hear is, “How much should I budget for health care costs in retirement?” My knee-jerk response usually is, “It depends.” That’s such a weaselly answer. This article is much better. It tells you how much health care will cost in retirement – at every age. For example, you’ll see why health care costs will soak up 48% of a 66-year-old couple’s lifetime Social Security benefits and 72% of a 45-year-old couple’s. Our experience…