Check up on your savings
At your annual Senior Benefits Checkup, we’ll review your account and ensure you’re getting the best rates and taking full advantage of over 10,000 senior discounts.
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. I understand that texts and calls may be generated using automated technology including autodialers, which may contain pre-recorded messages and that my consent is not required as a precondition for receiving any goods or services. Details on the checking account here¹.
Track your expenses
Get in touch with a Sagewell Retirement Advocate, we can help determine current income and expenses, estimate future income and expenses, track your budget in real-time. We can help estimate when your money may run out, and how to extend that lifeline further with the Sagewell MyPaycheck.
Avoid penalties and extra taxes
Did you know that more than 700,000 people pay a Medicare penalty each year because they didn’t enroll correctly? That is hundreds of millions of dollars each year seniors pay that they need not. With Sagewell, you won’t be one of them.
Your Advocate knows how to avoid Part B penalties so you can be confident that your paperwork is done correctly, on time, every time.
Required Minimum Disbursement Consulting
Retirees of a certain age need to take a Required Minimum Disbursement (RMDs) across all of their qualified retirement accounts. Those who forget are subject to massive penalties. Sagewell will work to help you determine which account and what amounts to withdrawal to maximize your retirement savings and avoid costly penalties.
Uncover hidden benefits
For an older adult in the US there are over 10,000 programs that provide direct financial distributions you have the right to claim but often don’t know how to access.
Your Advocate plus Sagewell’s network of senior experts will help you find hidden deals and discounts at the private business, county, state, and federal level.
Our experts have already helped customers find easy savings like:
- $300 on over-the-counter meds
- $200 a year on utilities
- $100’s in tolls, tax savings and other advantages
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 [ESIGN Disclosure], Privacy Policy, and Terms of Use, and I also consent by electronic signature to receive calls and text messages from Wecos Financial, Inc. (d/b/a Sagewell Financial) (“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 [(814) 279-7110] about its products or services at any time.
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 details: https://www.sagewellfinancial.com.
Questions? Take a virtual bank tour today!
Our financial care experts have saved seniors hundreds per month with just one 15-minute call.