SageMint Wealth

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SageMint Wealth

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SageMint Wealth is a wealth management firm for individuals, families, and business owners with a pa We offer a fresh approach to wealth management.

Our mission is to give you the resources and support you need to invest in a better future for yourself, your family, and the world. We aim to cultivate a world full of joy, success, and sustainability.

10/16/2026

Year-end is a natural time to think about the causes and organizations you want to support. 🗓️

If charitable giving is already part of your financial plan, contributing to a donor-advised fund (DAF) before December 31 can help you set aside money for future gifts while potentially securing a charitable deduction for the current tax year. 🌱

From there, you can recommend grants over time rather than deciding everything at once. That can also create an opportunity to involve your family in conversations about which causes matter most and how you want to give together. 🤝

Our recent blog article explains what happens after you fund a DAF and the decisions that come next. 👇
https://sagemintwealth.com/daf-giving-what-happens-after-you-fund-a-donor-advised-fund/

10/14/2026

Funding a donor-advised fund is only the first step. The next question is how much you want to grant each year. 💸

Since DAFs don’t have an annual payout requirement, you have flexibility. Here are a few approaches to consider:

1️⃣ Grant a percentage of the balance each year 📊

2️⃣ Choose a set annual dollar amount 💵

3️⃣ Spend down the fund over a specific timeframe, while keeping some in reserve for future needs 📉

The right approach depends on how you want your giving to unfold over time. 🌱

Read our latest blog to learn more about managing your DAF after you fund it. 👉 https://sagemintwealth.com/daf-giving-what-happens-after-you-fund-a-donor-advised-fund/

10/12/2026

🐾 A remarkable milestone for veterinary care in Southern California!

On October 1, we celebrated the dedication of the Janice K. Hobbs UC Davis Veterinary Medical Center Southern California. It was an inspiring day filled with gratitude, excitement, and a shared sense of what's possible when people come together to do good. 💚

This incredible new center will help more animals receive exceptional care, bring hope to more families, and advance veterinary medicine for generations to come. 🐶🐱

We couldn't be prouder of our very own Jan Hobbs, whose extraordinary generosity and vision, along with the support of so many dedicated partners, helped bring this center to life! 👏🏼 🥂

🔗 Learn more at hobbs.vetmed.ucdavis.edu or support the center with a donation. 👇🏼
https://giveto.ucdavis.edu/campaigns/49377/donations/new?value=100&appeal_code=W2027&hide_appeal_code=1&designation_id=325214

UC Davis Weill School of Veterinary Medicine

10/09/2026

🎓 SageMint Wealth is proud to sponsor the Girls Inc. of Orange County College Bound Luncheon on Friday, November 6, at the Marriott Irvine Spectrum.

College Bound gives middle and high school girls practical support as they prepare for what comes next, from college prep and financial literacy to mentorship and career exploration. 📚

We’re especially proud to support a program that helps young women build the skills, knowledge, and support systems they need to create more opportunities for themselves. 💚

If you’d like to support the program too, you can attend the luncheon, become a sponsor, or make a gift. 👇
https://secure.qgiv.com/event/2026collegeboundluncheon/

09/29/2026

🎉 Congratulations to Ponja Atipi on passing the Series 7 exam!

Since joining SageMint Wealth in the Spring, Ponja has already made a meaningful impact through her hard work, positive attitude, and contributions to the team. We’re excited to celebrate this latest accomplishment and all the progress she’s made in just a few short months. 👏📚

Way to go, Ponja! We’re so glad to have you on the team and can’t wait to see what’s ahead. 💚

09/22/2026

🧠 When you’re making decisions all day long, even simple choices can start to feel like work.

That’s where AI can be useful. It can help you sort through the noise faster, so everyday decisions take less time and effort. 🌱

🔗 Our latest article shares six practical ways busy adults can use AI to simplify everyday life at home, at work, and everywhere in between. 👇
https://sagemintwealth.com/how-busy-adults-can-use-ai-to-simplify-everyday-life/

09/17/2026

📋 When your day is already full, even small tasks can start to compete for your time and attention.

AI can help lighten some of that load by organizing information, preparing for appointments, drafting everyday messages, managing to-do lists, and simplifying routine decisions. ✅

When you use it thoughtfully, it can create more breathing room for the people, priorities, and experiences that matter most. 🌿

🔗 Our latest article shares six practical ways busy adults can use AI to simplify life at home, at work, and everywhere in between. 👇
https://sagemintwealth.com/how-busy-adults-can-use-ai-to-simplify-everyday-life/

09/15/2026

🧭 A well-planned trip should give you more time to enjoy the experience - not leave you buried in research.

AI can act as a research assistant, planning partner, and second set of eyes, handling a lot of the busywork that makes travel planning feel overwhelming. 🤯

The key is giving it enough context. The more specific you are about your priorities, preferences, budget, and travel style, the more useful its recommendations can be. 🎯

🔗 Our latest article explains how to use AI to plan travel more efficiently and make the process a little easier from start to finish. 👇
https://sagemintwealth.com/how-to-use-ai-to-plan-travel-more-efficiently/

09/11/2026

🕊️ At SageMint Wealth, “Live Well, Do Good” reflects the way we believe people can use their time, resources, and influence to make a difference. 🌱

9.11 Day grew from that same spirit. After losing his brother Glenn, a volunteer firefighter who died in the rescue efforts, Jay Winuk joined David Paine to turn September 11 into a national day of service and remembrance. Congress formally recognized it in 2009, and it has since become one of the country’s largest days of doing good. 🇺🇸

However you choose to mark the day — by volunteering, giving, helping a neighbor, or simply reaching out to someone — we hope you’ll find a meaningful way to do good. 🤝💚

09/09/2026

✈️ Planning a great trip should be exciting, not another item on your already-full to-do list.

AI can take some of the work off your plate by helping you research destinations, compare options, build an itinerary, and catch details you may have missed. In fact, 74% of American travelers now use AI to help plan their trips. 🌍🏖️

It’s a powerful planning tool, but it still works best with your judgment in the driver’s seat.

🔗 Our latest article shares practical ways to use AI to spend less time planning and more time looking forward to the trip ahead. 👇
https://sagemintwealth.com/how-to-use-ai-to-plan-travel-more-efficiently/

Address

2600 Michelson Drive, Suite 950
Irvine, CA
92612

Telephone

+17149383700

Website

http://www.sagemintwealth.com/

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