Join Us for Sage Advice Community Conversations

  When a loved one is diagnosed with Alzheimer’s or dementia, families often face grief, stress and difficult decisions. Figuring out how to pay for care should not be another burden. That’s why Sagepoint is proud to bring back our Sage Advice Community Conversation series on October 15 at 6pm for an evening dedicated to … Read More →

Support Sagepoint’s Mission to Serve Southern Maryland: Donate to End-of-Year Campaign

  When a loved one faces dementia, families need more than care—they need comfort, patience and hope. Our “Caring Hearts” campaign helps make that possible for families in Southern Maryland. Through this campaign, we aim to provide the specialized care and support needed to preserve dignity, joy and connection for seniors affected by memory loss. … Read More →

Untangling Heirs’ Property: Protecting Generational Wealth Through Estate Planning

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 →