Sagewell Press & Media Page

Sagewell In the News

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Sagewell In the News

Coverage and press mentions of Sagewell and our efforts to help seniors find a financial solution that works.

CBS News MoneyWatch| “What should you do with your money to prepare for a recession?”

“If you have inflation and a recession combined together, it’s a whole different beast,” said Sam Zimmerman, CEO of Sagewell Financial, a banking company geared toward seniors. “This is a time for action. The quicker you move, the more agency you have in reducing the impact of a recession.”

U.S. News & World Report “How to Handle Social Security Customer Service Problems”

Sagewell’s founder Sam Zimmerman contributed advice to this article to help seniors troubleshoot issues with their Social Security payments. Click here to read the article.

Forbes “Steps To Take Right Now, Well Before You Retire, To Protect Your Assets”

Those who are retiring now might have waited too long. Don’t let this happen to you. Sagewell Financial CEO Sam Zimmerman is quoted in this Forbes article about retirement savings and planning. Read the whole article here.

U.S. News & World Report “A 401K vs. a 403B for retirement savings?”

You can save for retirement in a 401(k) plan or a 403(b) plan, depending on which type of account your employer offers. Sagewell Financial CEO Sam Zimmerman comments some of the important differences between a 401(k) plan and a 403(b) plan. Read the whole article here.

Senior Planet.com (AARP) “Tax time tips for Older Adults”

With the tax filing deadline looming ahead, it’s the perfect opportunity to look at what changes might be in store for retirees and seniors with Sagewell CEO Sam Zimmerman. Read the whole article here.

U.S. News & World Report “What Is a Bitcoin Roth IRA?”

As support for digital currency grows, some investors are asking financial advisors if it can and should be part of their retirement plans. Sagewell Financial CEO Sam Zimmerman discusses how Bitcoin and Cryptocurrency can be part of your individual retirement account, but that doesn’t necessarily mean that it should. Read the whole article here.

TheStreet.com “As Crypto Scams Increase, Here’s How to Spot Them”

Sagewell CEO Sam Zimmerman provided his unique insights on the impact of cryptocurrency scams on seniors to “The Street.com.” Read the whole article here.

Boomer Benefits: “7 Foolproof Ways to Save During Retirement”

Sagewell Financial’s co-founder Jeff Wright recently contributed to an article on the Boomer Benefits website regarding ways that seniors can save money during retirement. Read the whole article here.

NBC5 Chicago: “Spring Cleaning Your Personal Finances” (video)

Sagewell Financial was recently featured on NBC 5 Chicago and “Chicago Now” as Tech Host Nekia Nichelle discussed how Sagewell is creating opportunities for seniors to take control of their finances. Read the whole article here.

Media Inquiries

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Recent Press Releases

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Recent Press Releases

BostInno: “Sagewell Financial launches senior banking platform after $5.27M raise”

Days after closing what it says is the largest seed funding round in the senior finance space, Sagewell Financial Inc. has launched a digital banking platform built for retired Americans.
Read more.

 

Newswire: “Sagewell Financial Creates ‘The Banking Our Parents Deserve’”

Today, Sagewell Financial announces the launch of the first online banking platform dedicated to helping older Americans better prepare for and manage their money in retirement.
Read more.

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