We strive to make sure our clients are aware of issues that can change the landscape for their financial decisions. Legislative changes, tax law, and financial products are constantly evolving. We have developed a variety of Advice sheets and worksheets for you and your family to use to prompt discussions and stay up to date.
News
Frank Antalek moderated the Sage Hill Independent Community Bankers of America Family Bank Institute for 53 bank owners in Minneapolis. The two day program educated the families on key issues regarding their family legacy planning and their business leadership succession plans.
Frank Antalek and Philip Toffel participate in the Business Enterprise Institute. The Institute focuses on strategies for business owners who are considering a sale of their business. For more information, please contact us.
Newsletters
Sage Solutions
Is it Time for a New Asset Allocation Approach? - pdf download
Case Study – A Strategy for Investment Success - pdf download
Estate Planning: Grantor Retained Annuity Trust (GRAT) - pdf download
Value Building Step Two: Putting Business Fundamentals in Order - pdf download
The Life Insurance Review - pdf download
Identity Theft - pdf download
How to Prepare Your Business for Succession - pdf download
What is My Business Worth? - pdf download
Personal Pension Plan - pdf download
Fixed-Rate NDQC Plans Return - pdf download
Setting Exit Objectives - pdf download
Liability Risk - pdf download
Exit Planning - pdf download
Indecision: The Wrong Decision - pdf dowload
Your Mayo Clinic Estate Plan/Life Insurance Review - pdf dowload
How to take the Financial Stress Out of Retirement - pdf download
Estate Tax Legislation Outlook Before Sunset - pdf download
Resources
Creating an Adivsory Board
pdf download
Using the Silver Lining to Create the Perfect Storm (Good News about Bad Markets)
by Philip J. Toffel - CEO Sage Hill Advisory and Management LLC and
Robert Mairs, Esq. - Principal, Gray Plant Mooty
download
Executive Decisions by Richard Dunn and Phil Toffel
pdf download
Sage Hill Wise Advice Sheets
10 Biggest Mistakes People Make Regarding Their Wealth
pdf download
Family Financial Philosophy
pdf download
Planning for the Once Mighty Estate
Sage Hill Advisory & Management is featured in an article by The Albany Business Review
pdf download
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