Retirement Advice & Support

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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 free Sagewell Checking Account, you will receive exclusive access to a Sagewell Retirement Advocate. From fraud protection, to Medicare enrollment your Retirement Advocate is there to provide the guidance you need, when you need it.

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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. By submitting your phone number, you agree to receive text messages or phone calls from Sagewell. Details on the checking account here¹.


IT’S OK TO ASK FOR HELP

Retirement questions, answered

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IT’S OK TO ASK FOR HELP

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.

What our customers Are Saying

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“Sagewell’s personalized help is great. It’s comforting knowing I can call my Retirement Advocate and she’ll be there for me. I trust Sagewell and am glad they’re looking out for older adults.”
Jill C. – Quincy, MA
smiling elderly woman 2
“It’s a big relief to have help in my retirement with estate planning and wills”
Anita D
EXPERT RETIREMENT ADVICE

From Budgeting to Medicare

Save up to $200 a year on utilities, $100 off hearing aid cost, and get a $250 tax exemption
EXPERT RETIREMENT ADVICE

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.


OVER 10,000+ WAYS TO SAVE

Finding you ways to save

Sagewell notification that reads: You saved $42 with Sagewell Savings last week. Well done! 💰
OVER 10,000+ 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, negotiate your medical bills down or even save you up to 80% off your prescriptions.

 


SENIOR FRAUD ADVICE

Helping you navigate fraud

Illustration of the Sagewell owl, with icons for banking and fingerprint reading
SENIOR FRAUD ADVICE

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 Retirement Advocate is there to provide friendly, non-judgemental advice and guidance on any suspicious emails, texts or phone calls you may receive.


We’re Here To Help

New to online banking? Not a problem.

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smiling user
smiling user

We understand online banking can be daunting, especially if you’ve been banking with a traditional bank for most of your life. That’s 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.

here to help
Please enter a valid phone number

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.

By providing my phone number and clicking the “Submit & Agree” button below, I agree to the E-Sign, Privacy Policy, and Terms of Service, and I also consent by electronic signature to receive calls and text messages from Sagewell Financial, Inc. (“Sagewell”) or its representatives made by any means or technology, including an automatic telephone dialing system, at the phone number I have provided, even if that number is on a state or national do not call registry. I understand that my consent to such calls and text messages is not required to purchase products from or use the services of Sagewell and that I may contact Sagewell at [email protected] or (617) 397-3764 about its products or services at any time.

Earn a $250 bonus when you open a Sagewell Consumer Deposit Account and are approved for and enroll in 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 details: https://www.sagewellfinancial.com/sagewell-bonus-terms-and-conditions/