Over the past several months, we've been working on new ways to share practical financial guidance, make our educational resources easier to access, and serve individuals and families at different stages of building and managing wealth.
This month, we're excited to share the official launch of our new podcast, a growing online resource library, and our continued focus on helping the next generation establish a strong financial foundation. We hope you'll explore these new resources and share them with anyone in your life who may find them helpful.
FIRM UPDATES
Our Podcast Has Officially Launched!
We're excited to officially launch Wisdom for What's Next, the new podcast from Craft & Sage Wealth!
Our first 3 episodes are available now, with a new episode coming every 2 weeks. We'll explore the financial questions that often accompany life's biggest transitions through practical guidance, thoughtful conversations, and insights from our team and special guests.
We'd also love to hear from you. What topics would you like us to cover? Is there a question you'd like us to answer or a guest you think we should invite?
Send us your ideas — we want this podcast to reflect the conversations that matter most to you. And please share the podcast with anyone you know who might find the information we cover valuable.
Episode 1 — Planning for the Moments That Change Everything
Episode 2 — Preparing Financially for the Loss of a Loved One
Episode 3 — Divorce and Your Financial Future: What to Know Before Dividing Assets
RESOURCES & INSIGHTS
Explore Our Growing Library of Articles
We're building a new online library of articles, guides, and practical resources designed to help you make more informed financial decisions.
You can explore content created for:
Topics range from retirement income and tax planning to estate planning, investment strategy, real estate, major life transitions, and protecting your family's financial future.
If you find something useful, we encourage you to share it with a family member, friend, or colleague who may be navigating a similar question or decision.
NICHE FOCUS
Building the Next Generation of Wealth
Many of our clients have children, grandchildren, or other loved ones who are earning well and building successful careers but haven't yet developed a coordinated financial plan.
Last month, we introduced a subscription-based planning service for high-earning professionals whose income and opportunities may be growing faster than their net worth. The service provides ongoing guidance around cash flow, taxes, investing, insurance, benefits, and the larger decisions that can shape their financial future.
Early financial decisions can compound for years. If someone in your family could benefit from more structure and a trusted resource to help them make the most of this stage, we'd love to talk with them.
