Sagewell’s Inflation Tips

Inflation rates are rising and we’re laser focused on ensuring your money is working for you. We want your hard-earned savings to be spent on the things that matter. 

Here are some of our recommendations

• Claim money that you’ve accidentally left behind
  • Bank accounts, insurance policies, and governmental entities send relevant unclaimed money to the state treasury for citizens to claim. 
  • Use the national database or Google search your state + “unclaimed property refund” to find your state’s local database
  • We have had members receive up to $800!
• Make your extra money work for you
  • We offer 4.65% APY (14x the national average) on our checking account. Add money to your Sagewell account so you can take advantage of this industry leading rate.
  • Take advantage of dollar cost averaging in this bear market and regularly invest your money if possible.
    • We offers flat fee IRAs to help our members with this. 
• Cut your bills… or better yet, let Sagewell do it for you!
  • Explore our savings hub and upload your utility, Internet, or medical bills so we can see if you can negotiate and save you money.
• Create a budget
  • The word “budget” can be alienating or stressful but we aim to make it as painless as possible. Work with your Retirement Advocate to set a budget together so you can spend less time stressing and more time on hobbies and with loved ones.