Craft & Sage Wealth

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Craft & Sage Wealth Holistic wealth management firm specializing in financial planning and personalized wealth management services.

At Craft & Sage Wealth, our commitment to you goes beyond providing financial services and advice. We view each client relationship as a partnership, working together to achieve your financial goals. Our success is aligned with yours, and we take our responsibility as partners seriously. Our team is dedicated to taking the time to understand your unique financial needs, goals, and aspirations to provide tailored advice and recommendations. We believe that effective communication, transparency, and honesty are key to building a robust and long-lasting partnership. Our single aim as your partner is to help you reach your immediate and long-term financial goals, whether achieving financial independence, preparing for retirement, funding your children's education, or growing your business. We are committed to providing the expertise, resources, and guidance you need to make informed financial decisions and achieve success. Partnering with Craft & Sage Wealth means having a team of experienced financial professionals who are dedicated to your success and have your best interests at heart. Let us help you achieve your financial goals and build a secure future for you and your loved ones. Social Media Disclosure: Advisory services are offered through Craft & Sage Wealth, a Registered Investment Advisor registered with the SEC. Opinions expressed herein are solely those of Craft & Sage Wealth. The content provided here is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Industry regulations prohibit endorsements or testimonials for Craft & Sage Wealth, or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services are offered by Craft & Sage Wealth, a Registered Investment Advisor with the SEC.

Your career is growing, your income is rising, and you’re thinking about what all that hard work should make possible.A ...
10/16/2026

Your career is growing, your income is rising, and you’re thinking about what all that hard work should make possible.

A home. More time with family. The freedom to change careers or eventually work less. Along the way, you’re balancing taxes, spending, saving, and compensation that may include bonuses or company stock.

For HENRYs — 𝗛𝗶𝗴𝗵 𝗘𝗮𝗿𝗻𝗲𝗿𝘀, 𝗡𝗼𝘁 𝗥𝗶𝗰𝗵 𝗬𝗲𝘁 — those decisions can shape how career success becomes lasting wealth.

𝗪𝗲’𝘃𝗲 𝗰𝗿𝗲𝗮𝘁𝗲𝗱 𝟱 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 𝘁𝗼 𝗵𝗲𝗹𝗽:

📗 𝗠𝗮𝗸𝗶𝗻𝗴 𝗮 𝗛𝗶𝗴𝗵 𝗜𝗻𝗰𝗼𝗺𝗲 𝗪𝗼𝗿𝗸 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗟𝗶𝗳𝗲 𝗬𝗼𝘂 𝗪𝗮𝗻𝘁
A look at balancing spending, saving, and lifestyle choices so you can enjoy today while building toward tomorrow

📗 𝗧𝘂𝗿𝗻𝗶𝗻𝗴 𝗖𝗮𝗿𝗲𝗲𝗿 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗜𝗻𝘁𝗼 𝗟𝗮𝘀𝘁𝗶𝗻𝗴 𝗪𝗲𝗮𝗹𝘁𝗵
What to consider as salary, bonuses, equity awards, and deferred compensation become part of your financial picture

📗 𝗕𝘂𝗶𝗹𝗱 𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗳𝗼𝗿 𝗪𝗵𝗮𝘁 𝗖𝗼𝗺𝗲𝘀 𝗡𝗲𝘅𝘁
How to connect your investments to different goals while considering growth, access to your money, and concentration risk

📗 𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝘁𝗵𝗲 𝗣𝗿𝗼𝗴𝗿𝗲𝘀𝘀 𝗬𝗼𝘂’𝘃𝗲 𝗪𝗼𝗿𝗸𝗲𝗱 𝗙𝗼𝗿
Questions to ask about cash reserves, insurance, and how an interruption in income could affect your plans

📗 𝗕𝘂𝗶𝗹𝗱 𝗮 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗟𝗶𝗳𝗲 𝗪𝗶𝘁𝗵 𝗢𝗽𝘁𝗶𝗼𝗻𝘀
Planning for major purchases, family needs, and career changes while leaving room for your priorities to evolve

𝗘𝘅𝗽𝗹𝗼𝗿𝗲 𝘁𝗵𝗲 𝗮𝗿𝘁𝗶𝗰𝗹𝗲𝘀 𝗵𝗲𝗿𝗲:
https://craftandsage.com/category/who-we-serve/high-earning-professionals/

Know someone whose career is taking off? Share these resources to help them think through what comes next.

🎥 Prefer to watch your podcasts? Wisdom for What’s Next is on YouTube!We’re still working on the production quality, so ...
10/15/2026

🎥 Prefer to watch your podcasts? Wisdom for What’s Next is on YouTube!

We’re still working on the production quality, so our Emmy acceptance speech is on hold. 😂 The content, though? Rock-solid. And Megan is a natural in front of the camera!

Each episode brings practical conversations about money and the decisions that come with life’s changes, including:

• Navigating divorce and other major transitions
• Understanding your finances and asking better questions
• Planning for what comes next in your life

Watch the episodes, subscribe, and share with someone who could use the conversation.

▶️ https://www.youtube.com/playlist?list=PLJZohEb7eprg

Happy 6th work anniversary to our Director of Investment Strategies, Dustin Palmer, CFP®, CIMA®!Dustin is responsible fo...
10/13/2026

Happy 6th work anniversary to our Director of Investment Strategies, Dustin Palmer, CFP®, CIMA®!

Dustin is responsible for researching and implementing various investment strategies that best fit client needs and their individual financial plans.

Congrats on another year, Dustin!

𝗔𝘀 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗴𝗲𝘁𝘀 𝗰𝗹𝗼𝘀𝗲𝗿, the questions become more specific.𝘞𝘩𝘦𝘯 𝘤𝘢𝘯 𝘺𝘰𝘶 𝘤𝘰𝘮𝘧𝘰𝘳𝘵𝘢𝘣𝘭𝘺 𝘴𝘵𝘰𝘱 𝘸𝘰𝘳𝘬𝘪𝘯𝘨? 𝘞𝘩𝘦𝘳𝘦 𝘸𝘪𝘭𝘭 𝘺𝘰𝘶𝘳 𝘪𝘯𝘤...
10/12/2026

𝗔𝘀 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗴𝗲𝘁𝘀 𝗰𝗹𝗼𝘀𝗲𝗿, the questions become more specific.

𝘞𝘩𝘦𝘯 𝘤𝘢𝘯 𝘺𝘰𝘶 𝘤𝘰𝘮𝘧𝘰𝘳𝘵𝘢𝘣𝘭𝘺 𝘴𝘵𝘰𝘱 𝘸𝘰𝘳𝘬𝘪𝘯𝘨? 𝘞𝘩𝘦𝘳𝘦 𝘸𝘪𝘭𝘭 𝘺𝘰𝘶𝘳 𝘪𝘯𝘤𝘰𝘮𝘦 𝘤𝘰𝘮𝘦 𝘧𝘳𝘰𝘮? 𝘏𝘰𝘸 𝘸𝘪𝘭𝘭 𝘺𝘰𝘶 𝘤𝘰𝘷𝘦𝘳 𝘩𝘦𝘢𝘭𝘵𝘩 𝘤𝘢𝘳𝘦, 𝘢𝘯𝘥 𝘸𝘩𝘢𝘵 𝘴𝘩𝘰𝘶𝘭𝘥 𝘺𝘰𝘶 𝘢𝘥𝘥𝘳𝘦𝘴𝘴 𝘸𝘩𝘪𝘭𝘦 𝘺𝘰𝘶’𝘳𝘦 𝘴𝘵𝘪𝘭𝘭 𝘦𝘢𝘳𝘯𝘪𝘯𝘨 𝘢 𝘱𝘢𝘺𝘤𝘩𝘦𝘤𝘬?

Whether retirement is a few years away or you’re starting to picture your last day at work, planning now gives you time to explore your options.

𝗪𝗲’𝘃𝗲 𝗰𝗿𝗲𝗮𝘁𝗲𝗱 𝟱 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 𝘁𝗼 𝗵𝗲𝗹𝗽:

📗 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗗𝗮𝘁𝗲 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴
A look at how to test your preferred retirement date against your spending needs, income sources, health care costs, and long-term goals

📗 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗜𝗻𝗰𝗼𝗺𝗲 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝗧𝗼𝗴𝗲𝘁𝗵𝗲𝗿
How Social Security, pension choices, and investment withdrawals fit together—and why it helps to consider them before making elections

📗 𝗠𝗮𝗸𝗲 𝗬𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗹 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝗬𝗲𝗮𝗿𝘀 𝗖𝗼𝘂𝗻𝘁
Ways to review your savings, account mix, and tax considerations while you still have time to prepare for the transition

📗 𝗣𝗹𝗮𝗻 𝗳𝗼𝗿 𝗛𝗲𝗮𝗹𝘁𝗵 𝗖𝗮𝗿𝗲 𝗕𝗲𝗳𝗼𝗿𝗲 𝗠𝗲𝗱𝗶𝗰𝗮𝗿𝗲
What to consider if employer coverage ends before Medicare begins, including coverage options and costs beyond the monthly premium

📗 𝗧𝘂𝗿𝗻 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗦𝗮𝘃𝗶𝗻𝗴𝘀 𝗜𝗻𝘁𝗼 𝗜𝗻𝗰𝗼𝗺𝗲
An introduction to shifting from building retirement savings to using those assets to help support your life after work

At Craft & Sage Wealth, we help people approaching retirement connect these decisions with the life they want to build.

Explore the articles here, and share them with someone who’s thinking about what comes next:
https://craftandsage.com/category/who-we-serve/pre-retirees/

𝗪𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝘀 𝘁𝗼 𝘁𝗵𝗲 𝗺𝗼𝗻𝗲𝘆 — 𝗮𝗻𝗱 𝘁𝗵𝗲 𝘁𝗮𝘅𝗲𝘀 — 𝗮𝗳𝘁𝗲𝗿 𝗮𝗻 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝘀𝗲𝗹𝗹𝘀 𝗮 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝘆?That’s one of the questions our founder J...
10/08/2026

𝗪𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝘀 𝘁𝗼 𝘁𝗵𝗲 𝗺𝗼𝗻𝗲𝘆 — 𝗮𝗻𝗱 𝘁𝗵𝗲 𝘁𝗮𝘅𝗲𝘀 — 𝗮𝗳𝘁𝗲𝗿 𝗮𝗻 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝘀𝗲𝗹𝗹𝘀 𝗮 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝘆?

That’s one of the questions our founder John Christy, CFP®, helped Kansas REALTORS® explore through 2 presentations at the 2026 𝗞𝗮𝗻𝘀𝗮𝘀 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝗥𝗘𝗔𝗟𝗧𝗢𝗥𝗦® 𝗔𝗻𝗻𝘂𝗮𝗹 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲, this week in Manhattan, KS.

John shared ways real estate professionals can better understand their investor clients’ goals and recognize when a transaction calls for a broader planning conversation, including:

• Recognizing when taxes, retirement, or the desire to reduce property management responsibilities may influence a decision to sell
• Understanding where 1031 exchanges and Delaware Statutory Trusts may fit, along with their risks and limitations
• Asking better questions about what investors want their property — and eventual sale proceeds — to do for them
• Bringing financial advisors, tax professionals, and other specialists into the conversation early

𝗥𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗮𝗿𝗲 𝗮 𝗰𝗼𝗿𝗲 𝗳𝗼𝗰𝘂𝘀 𝗮𝘁 𝗖𝗿𝗮𝗳𝘁 & 𝗦𝗮𝗴𝗲 𝗪𝗲𝗮𝗹𝘁𝗵. We help connect property decisions with the rest of an investor’s financial life, from cash flow and retirement income to tax considerations and the legacy they want to leave.

We were glad to share that perspective with real estate professionals from across Kansas this week!

Explore our approach and resources for real estate investors:
https://craftandsage.com/who-we-serve/real-estate-investors/

🎙️ 𝗪𝗶𝘀𝗱𝗼𝗺 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆𝘀: When Disability Changes Your Family’s Financial PlanWhen a loved one becomes disabled, caring for ...
10/07/2026

🎙️ 𝗪𝗶𝘀𝗱𝗼𝗺 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆𝘀: When Disability Changes Your Family’s Financial Plan

When a loved one becomes disabled, caring for them may become your priority while bills, financial decisions, and everyday responsibilities still need your attention.

In the latest episode of 𝗪𝗶𝘀𝗱𝗼𝗺 𝗳𝗼𝗿 𝗪𝗵𝗮𝘁’𝘀 𝗡𝗲𝘅𝘁, host Megan Jewett, WMS™, CFP®, co-founder and wealth advisor at Craft & Sage Wealth, discusses how families can prepare for the financial changes that may come with disability and caregiving.

She shares practical considerations, including:

• Knowing how to access and manage household accounts
• Reviewing disability insurance and exploring available benefits
• Adjusting cash flow when a household income changes
• Updating an estate plan to reflect a loved one’s needs
• Making room for your own well-being as a caregiver

This episode wraps up Megan’s 3-part conversation on Death, Divorce, and Disability, with guidance for women and families navigating these life changes.

Listen to “𝗪𝗵𝗲𝗻 𝗗𝗶𝘀𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗖𝗵𝗮𝗻𝗴𝗲𝘀 𝗬𝗼𝘂𝗿 𝗙𝗮𝗺𝗶𝗹𝘆’𝘀 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻”:
https://craftandsage.com/podcast-wisdom-for-whats-next

Available on Apple Podcasts, Spotify, and YouTube, with new episodes every 2 weeks.

10/05/2026

October is National Financial Planning Month, a good reminder to check whether your financial plan still reflects your life today.

Maybe retirement is getting closer, your family has grown, or a career change has opened new possibilities. As your priorities change, your plan should keep up.

Start with a few questions:

• Are you saving toward the goals that matter most to you?
• Do your investments still fit your timeline and comfort with risk?
• Have changes in your income or family created new planning needs?
• Are your beneficiaries and estate documents current?
• What financial decisions need attention before year-end?

You don’t have to address everything at once. Choosing 1 area to review can help you move forward and make the next decision easier.

At Craft & Sage Wealth, we help connect those decisions to the bigger picture, whether you’re building wealth, preparing for retirement, or navigating what comes next.

Let’s talk about what’s next for you: craftandsage.com

Building a business comes with financial decisions that reach well beyond the company.𝘏𝘰𝘸 𝘮𝘶𝘤𝘩 𝘴𝘩𝘰𝘶𝘭𝘥 𝘺𝘰𝘶 𝘳𝘦𝘪𝘯𝘷𝘦𝘴𝘵? 𝘞𝘩𝘢𝘵...
10/02/2026

Building a business comes with financial decisions that reach well beyond the company.

𝘏𝘰𝘸 𝘮𝘶𝘤𝘩 𝘴𝘩𝘰𝘶𝘭𝘥 𝘺𝘰𝘶 𝘳𝘦𝘪𝘯𝘷𝘦𝘴𝘵? 𝘞𝘩𝘢𝘵 𝘤𝘢𝘯 𝘺𝘰𝘶 𝘵𝘢𝘬𝘦 𝘩𝘰𝘮𝘦? 𝘏𝘰𝘸 𝘮𝘶𝘤𝘩 𝘰𝘧 𝘺𝘰𝘶𝘳 𝘸𝘦𝘢𝘭𝘵𝘩 𝘥𝘦𝘱𝘦𝘯𝘥𝘴 𝘰𝘯 𝘵𝘩𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴, 𝘢𝘯𝘥 𝘸𝘩𝘢𝘵 𝘩𝘢𝘱𝘱𝘦𝘯𝘴 𝘸𝘩𝘦𝘯 𝘺𝘰𝘶’𝘳𝘦 𝘳𝘦𝘢𝘥𝘺 𝘵𝘰 𝘴𝘵𝘦𝘱 𝘢𝘸𝘢𝘺?

Whether you’re growing your company or considering your next chapter, your business decisions and personal financial plan need to work together.

We’ve created 5 resources to help:

📗 𝗠𝗮𝗸𝗶𝗻𝗴 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 𝗪𝗼𝗿𝗸 𝗳𝗼𝗿 𝗬𝗼𝘂
What to consider when balancing the company’s cash needs with your personal spending, savings, and financial goals

📗 𝗧𝘂𝗿𝗻𝗶𝗻𝗴 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝗜𝗻𝘁𝗼 𝗟𝗮𝘀𝘁𝗶𝗻𝗴 𝗪𝗲𝗮𝗹𝘁𝗵
Building assets outside the business to support retirement, protect your family, and reduce your dependence on the company

📗 𝗪𝗵𝗲𝗻 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗲𝗲𝘁𝘀 𝗥𝗲𝗮𝗹 𝗟𝗶𝗳𝗲
A look at how ownership, liquidity, and major business transactions can affect your personal wealth and financial flexibility

📗 𝗪𝗵𝗲𝗻 𝗢𝗻𝗲 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗖𝗵𝗮𝗻𝗴𝗲𝘀 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴
Why changes to compensation, ownership, or business structure deserve a coordinated conversation with your financial advisor, CPA, and attorney

📗 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗘𝘅𝗶𝘁 𝗮𝗻𝗱 𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻
Preparing for an ownership transition and considering what it could mean for your retirement, family, and future income

Explore all 5 Business Owner articles here:
https://craftandsage.com/category/who-we-serve/business-owners/

You can also learn more about how Craft & Sage helps business owners connect their business interests with their personal financial goals:
https://craftandsage.com/who-we-serve/business-owners/

You’ve put years into building your business. Thoughtful planning helps connect that work with the life you want for yourself and your family.

Retirement brings more freedom over your time, along with new decisions about your money.How much can you comfortably sp...
09/30/2026

Retirement brings more freedom over your time, along with new decisions about your money.

How much can you comfortably spend? Which accounts should you draw from? How do taxes, health care, and the legacy you want to leave fit into the picture?

Whether you’ve recently retired or have been enjoying retirement for years, those decisions deserve a plan that keeps pace with your life.

We’ve created 5 resources to help:

📗 𝗠𝗮𝗸𝗲 𝗬𝗼𝘂𝗿 𝗪𝗲𝗮𝗹𝘁𝗵 𝗪𝗼𝗿𝗸 𝗶𝗻 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁
A look at how spending, investments, taxes, and income sources can work together to support your lifestyle and future needs

📗 𝗧𝘂𝗿𝗻𝗶𝗻𝗴 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗦𝗮𝘃𝗶𝗻𝗴𝘀 𝗜𝗻𝘁𝗼 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗜𝗻𝗰𝗼𝗺𝗲
What to consider when coordinating Social Security, pensions, and account withdrawals to replace a paycheck

📗 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗱 𝗠𝗶𝗻𝗶𝗺𝘂𝗺 𝗗𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀 𝗮𝗿𝗲 𝗮 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆
How to connect required withdrawals with your tax strategy, spending needs, charitable giving, and long-term goals

📗 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗳𝗼𝗿 𝗛𝗲𝗮𝗹𝘁𝗵 𝗖𝗮𝗿𝗲 𝗖𝗼𝘀𝘁𝘀 𝗶𝗻 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁
Making room for Medicare-related expenses, out-of-pocket costs, and potential long-term care needs in your retirement plan

📗 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻 𝗛𝗮𝘀 𝗮 𝗟𝗲𝗴𝗮𝗰𝘆 𝗖𝗵𝗮𝗽𝘁𝗲𝗿
Connecting beneficiary designations, estate documents, and charitable intentions with the wealth you hope to pass on

Explore all 5 Retiree articles here:
https://craftandsage.com/category/who-we-serve/retirees/

You can also learn more about how Craft & Sage helps retirees coordinate income, taxes, investments, health care considerations, and legacy goals:
https://craftandsage.com/who-we-serve/retirees/

You’ve spent years building your wealth. Thoughtful planning helps you decide how to use it for the life you want today and the priorities that matter in the years ahead.

09/25/2026

A new podcast, more financial resources, and planning support for the next generation — there’s a lot to share in our September newsletter!

𝗛𝗲𝗿𝗲’𝘀 𝘄𝗵𝗮𝘁’𝘀 𝗻𝗲𝘄 𝗮𝘁 𝗖𝗿𝗮𝗳𝘁 & 𝗦𝗮𝗴𝗲 𝗪𝗲𝗮𝗹𝘁𝗵:

🎙️ 𝗪𝗶𝘀𝗱𝗼𝗺 𝗳𝗼𝗿 𝗪𝗵𝗮𝘁’𝘀 𝗡𝗲𝘅𝘁 is officially live. Our first 3 episodes explore planning for life’s biggest transitions, including the loss of a loved one and divorce. New episodes arrive every 2 weeks, and we’d love to hear your ideas for future topics and guests

📚 𝗢𝘂𝗿 𝗼𝗻𝗹𝗶𝗻𝗲 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲 𝗹𝗶𝗯𝗿𝗮𝗿𝘆 𝗶𝘀 𝗴𝗿𝗼𝘄𝗶𝗻𝗴. Explore articles on retirement, taxes, investing, business ownership, real estate, and more, with guidance for different stages of your financial life

🌱 𝗪𝗲’𝗿𝗲 𝗵𝗲𝗹𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝗯𝘂𝗶𝗹𝗱 𝗮 𝘀𝘁𝗿𝗼𝗻𝗴 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗳𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻. Our subscription-based planning service helps high-earning professionals coordinate decisions around cash flow, taxes, investing, benefits, and more as their careers and income grow

𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿 for the details, and share it with a friend or family member who could benefit from these resources.

https://craftandsage.com/craft-sage-updates/september-2026-newsletter

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