Retirement Advice & Support
Retirement Advice & Support
Do you ever wish you could ask a knowledgeable person for advice on budgeting, estate planning or even how to pay your cable bill?
When you sign up for a Sagewell Checking Account, you will receive exclusive access to a US based Retirement Advocate. From fraud protection, to Medicare enrollment your Retirement Advocate is there to provide the guidance you need, when you need it.
It’s Ok To Ask For Help
It’s Ok To Ask For Help
We understand how overwhelming managing gall the financial details of retirement and living on a fixed income can be. And with the rising costs of everyday goods and inflation, it can be stressful to pinpoint where exactly you can save money.
Your dedicated retirement advocate can help you navigate all the details of your retirement. From insurance to wills to where you can be saving money, all retirement questions are a phone call away.
From Budgeting to Medicare
From Budgeting to Medicare
Sometimes it can be as simple as spreading your bill payments across the month. Or it can be as complex as coaching you through Required Minimum Disbursements (RMD’s) and Medicare Part B enrollment issues so you avoid penalties and extra taxes.
Your free Retirement Advocate is an expert in a wide range of retirement topics. From helping you budget, to writing a will, your Advocate is there to guide you through retirement and ensure your financial well-being.
Savings, Savings, Savings
Savings, Savings, Savings
Regardless of your financial situation or how long you’ve been retired, your Retirement Advocate will review your accounts and identify areas where you can be saving money.
From savings on your home, renters, auto policy, cable, electricity or medical bills your Retirement Advocate will work hard for you to ensure you’re only paying what you need to.
Real Questions, Real Answers
Real Questions, Real Answers
What is the transaction?
What’s the benefit of having 2 bank accounts?
I’m having trouble with enrolling in Medicare?
What should I do with my house now that I’m retired?
I’m worried about inflation. Where can I save money?
New to online banking? Not a problem.
We understand online banking can be daunting, especially if you’ve been banking with a traditional bank for most of your life. Thats why we’ve made our banking app super easy to use. It’s available 24/7 and if you ever have questions, we’re here to help. Because it’s ok not to know.
Sagewell is a financial technology company and is not a bank. Banking services provided by Choice Financial Group; Member FDIC. The Sagewell Visa® Debit Card is issued by Choice Financial Group pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa debit cards are accepted.
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Earn a $250 bonus when you open a Sagewell Consumer Deposit Account (annual percentage yield 0.05%, accurate as of 10/29/2021) and are approved for our Advance Service. The bonus will be deposited into your Sagewell Consumer Deposit Account on the same day as your first Advance Service deposit following initial enrollment. No minimum balance or opening deposit required. Fees may reduce earnings. See website for detials: https://www.sagewellfinancial.com.