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Sage Casaga

Sage Casaga - Optimizing Your Budget | Gerber Kawasaki

A budget is the most crucial foundation for your financial plan. This week, GK Financial Advisor, Sage Casaga provides an in-depth look at everything you need to know to craft the most effective budget possible.

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Sage Casaga

Sage Casaga - High Yield Savings | Gerber Kawasaki

While High Yield Savings have recently been returning impressive results, they still may not be the most valuable investment of your money. This week, GK Financial Advisor Sage Casaga explains how to structure your investments to match your risk tolerance and maximize gains.

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Sage Casaga

Sage Advice - Don't Be Like Larry | Gerber Kawasaki

Are you earning .01% at the bank? hand on face emoji Utilize some Sage Advice and learn the benefits of long-term investing.

(We apologize in advance if your name is Larry.)

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Sage Casaga

Sage Casaga - Roth Hack | Gerber Kawasaki

What’s better than Sage Advice? Tax-free growth for the rest of your life! There’s a reason why the Roth can be one of the best tools for a client - it works! Reach out to find out more info on how to maximize your retirement and achieve true financial independence.

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Sage Casaga

Sage Advice : Vision Pros

If you're a business owner who’s considering purchasing the new Apple Vision Pro, you may be eligible for a tax deduction! Check in with GK Financial Advisor Sage Casaga CFP® for even more ideas on how could save money this tax season!

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Sage Casaga

Sage Advise - Save On Taxes AND Stash Money In 2024

Tax season is approaching, but don’t worry, GK Financial Advisor Sage Casaga has you covered! And don’t forget, Gerber Kawasaki now has its own Tax Team to provide you with extra support this April.

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Sage Casaga

Sage Advice - CFP Announcement

Feels good to add more CFPs® to the team! Congratulations Sage!

Sources:
CFP® Professional Demographics
How Many Financial Advisors Are in the U.S.? | Finance Strategists

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