Retirement questions, answered


Retirement questions, answered
We understand how overwhelming managing all the financial details of retirement and living on a fixed income can be.
Your dedicated Retirement Advocate can help you navigate all the details of your retirement. From questions on insurance, to helping with technology challenges, to where you can be saving money, all retirement questions are a phone call away.
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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 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.
Finding you ways to save

Finding you ways to save
Regardless of your financial situation or how long you’ve been retired, your Retirement Advocate will review your accounts and bills and identify areas where you can be saving money.
Our Retirement Advocates can save you up to 25% on your home bills such as internet, electricity and tv/cable, or negotiate your medical bills down.
Helping you navigate fraud

Helping you navigate fraud
According to the FBI, senior citizens lost over $1 billion to scams in 2021. A massive amount for a group living on a fixed income. And as scams become more elaborate, more frequent and harder to decipher, you may be wondering who you can trust.
Your Sagewell membership comes with complimentary dark web monitoring to protect your nest egg.