Hart Wealth Team

Honoring the land of the free and home of the brave this Independence Day. SageSpring Wealth Partners and the markets will be closed Thursday, July 4.

We Hope everyone has a wonderful and safe holiday.

SageSpring offices and the financial markets are closed Friday, March 29, in observance of Good Friday. Of course, you can access your account(s) anytime through Raymond James Client Access.

We wish you all a very happy Easter!

They don't call it the golden years for nothing! Retirement can be one of the most rewarding seasons of life—especially if you've prepared for it. But in order to make your retirement dollars last through your golden years, it's important to implement a retirement withdrawal rate. Today, we're diving into our favorite retirement withdrawal strategies that will help you keep your nest egg intact for as long as you need it.

What is the Safe Withdrawal Rate in Retirement? | SageSpring Wealth Partners www.sagespring.com

Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill. Here are some ideas to get you started.

Opportunity blooms in tax season www.raymondjames.com