Stronger Minds Through Social Connections: The Role of Social Engagement in Brain Health

Did you know that your social life can be as important to your brain as a balanced diet or regular exercise? Staying socially active isn’t just good for your mood. It’s also essential for maintaining cognitive health as you age. Here at Sagepoint, we believe nurturing relationships is a powerful way to support your mind … Read More

Save the Date for the 2025 Sagepoint Golf Tournament: Drive Change for Senior Care

  Mark your calendars! On Wednesday, September 17, 2025, we’ll gather at the beautiful Swan Point Yacht & Country Club for the sixth annual Sagepoint Golf Tournament. Year after year, this signature event brings our community together for a day of fun and philanthropy. Swinging for a Cause This year, proceeds from the tournament will … 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

Sage Advice Series: Reflecting on Success and Looking Forward

The heart of any community lies in connection—and through the Sage Advice Series, we’ve witnessed just how powerful those connections can be. To everyone who has attended, shared and supported our events, thank you for making this series such a vital space for education, empathy and support in the world of senior care.   Creative Approaches … Read More