Advent Financial Services

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Advent Financial Services Joseph Tansey at Advent Financial Services, with SagePoint Financial Inc.

Childhood attitudes and habits can determine your child's health in his or her adult years.
10/16/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

"The only things certain in life are death and taxes." Benjamin Franklin
10/14/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.
10/12/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

How literate are you when it comes to your finances? Brush up with these five basics.
10/10/2026

How literate are you when it comes to your finances? Brush up with these five basics.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
10/09/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Tax time can be a good time to give your household budget a checkup.
10/05/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Check out this video on taxes.
10/03/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
10/02/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Address

4540 Kearny Villa Road Suite 202
San Diego, CA
92123

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