Practical Insights for Family Financial Caregivers

Written by Christine M. Parker, CFP®, APMA™, CRPC™, CSRIC®, Wealth Advisor for Family Financial Caregivers October is Financial Planning Month and includes Estate Planning Awareness Week(October 20–26, 2025)—a timely reminder that protecting a family home or land from tangledtitle is about more than property; it’s about financial stability and generational wealthpreservation. For family financial caregivers, … Read More →

Millennials in the Sandwich Generation: Balancing Care, Money, and Giving Back

  Millennials, born between 1981 and 1996, are entering a unique and challenging phase of life. Many are part of the Sandwich Generation, raising children while also caring for older parents, often navigating the complexities of cognitive decline and dementia. This dual responsibility can be financially and emotionally overwhelming. However, by aligning money behaviors with … Read More →

Gifting Appreciated Securities: A Tax-Efficient Strategy to Diversify Concentrated Stock Positions

  Written by: Christine Parker, CFP®, APMA™, CRPC™, CSRIC® Investors who hold significant positions in individual stocks face a unique challenge: while the growth potential is considerable, the risks associated with concentrated stock positions can be substantial. One way to address this challenge while supporting meaningful causes is through the tax-efficient strategy of gifting appreciated … Read More →

Navigating the Financial Impact of Caregiving: Understanding Sequence of Savings Risk

Written by: Christine Parker, CFP®, APMA®, CSRIC® As a working family caregiver, balancing the demands of caring for an older parent or loved one with managing your career and financial security can be overwhelming. Many caregivers reduce their work hours or leave their careers early to provide care, significantly impacting their retirement savings and long-term … Read More →

Nurturing a Healthy Mind: Essential Tips for Strong Brain Health

Embrace These Seven Habits to Enhance Your Cognitive Well-Being Maintaining strong brain health is essential for leading a fulfilling and vibrant life, especially as we age. At Sagepoint Senior Living Services, we are dedicated to promoting wellness and enriching the lives of our residents. By adopting these seven key habits, you can take proactive steps … Read More →