Sage Financial Services

Sage Financial Services In conjunction with Sage Financial Services and LPL Financial LLC, we also provide access to a wide range of services to business clients.

Securities, Financial Planning and Advisory Services offered through LPL Financial a Registered Investment Advisor, member FINRA/SIPC www.finra.org www.sipc.org Sage Financial Service’s financial consultants are professionals who have passed Sage’s and LPL Financial LLC’s rigorous tests for suitability to our roles, especially when it comes to our dedication to helping clients manage their finan

cial lives. As your financial consultant we have many objectives: to prepare you for major life events like buying a home and funding for college, to guide you and your family on the path to long-term financial independence, to help you live comfortably in retirement – and even work on plans to help you pursue a lifelong dream. From employee benefits programs to executive compensation plans to business exit and succession planning, we specialize in bringing all the necessary experience to the table to provide innovative, tax-efficient business strategies to help you stay competitive and thrive. Third-party posts found on this profile do not reflect the view of
LPL Financial and have not been reviewed by LPL Financial as to accuracy
or completeness. For a list of states in which I am/we are registered to do business, please visit https://www.sagecapitalbank.com/investments.html
Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit


Securities offered through LPL Financial, member FINRA www.finra.com / SIPC www.sipc.org. Insurance products offered through LPL Financial or its licensed affiliates. Sage Capital Bank and Sage Capital Bank Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. LPL financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Securities, Financial Planning and Advisory Services offered through LPL Financial a Registered Investment Advisor, member FINRA/SIPC. Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity

09/02/2026

Certain penalties and interest may be charged for paying and fling income taxes late.

09/01/2026

You may be able to claim a tax credit for expenses you paid to adopt a child. In 2026, you can claim an adoption tax credit of up to $17,670 (up from $17,280 in 2025) of qualified adoption expenses per eligible child (including a child with special needs). Use IRS Form 8839 to claim the credit.

08/31/2026

A charitable lead trust is a trust with both charitable and noncharitable beneficiaries. It is called a lead trust because the charity is entitled to the lead (or first) interest in the trust property, and the noncharitable beneficiary receives the remainder (or second-in-line) interest. The operati...

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
08/31/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

Money is one of the top sources of tension in relationships — but experts say even strong couples can stumble if they av...
08/31/2026

Money is one of the top sources of tension in relationships — but experts say even strong couples can stumble if they avoid key conversations.

After studying more than 60 couples, money expert Heather Boneparth found that the happiest partners share five habits:

1. They adapt when circumstances change, rather than sticking to outdated money routines.

2. They don’t dwell on financial regrets or let shame define their decisions.

3. They avoid holding past mistakes over each other’s heads.

4. They focus on shared priorities instead of constant comparison.

5. They stay honest about spending and goals, building trust through transparency.

The takeaway? Communication matters as much as cash flow. Open conversations can help partners align values and expectations — and reduce unnecessary stress around money.


Source:

"You can love each other deeply and still allow money to erode your relationship if you're talking about the wrong issues, or not talking at all," writes money expert Heather Boneparth.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
08/30/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

08/30/2026

Tax calculation is the process by which you figure out how much you owe in income tax. If you file federal income tax Form 1040, you must compute your adjusted gross income (AGI) and your taxable income before you can calculate your tax. Essentially, your AGI is your total income minus certain adjus...

08/29/2026

If you are self-employed, you generally must file a Schedule SE, Form 1040, and pay an additional tax on your self-employment income. The federal government uses this tax to fund Social Security and Medicare benefits. The self-employment tax rate on net earnings is 15.3%, with 12.4% of this rate for...

Retirement may change your perception of investment risk.
08/29/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
08/28/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Address

1606 N Sarah Dewitt Drive
Gonzales, TX
78629

Telephone

+18308572216

Website

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