Publications
Featured Publications
Read the most recent Saugatuck Financial related press here:
October 2020: Biden vs. Trump: What Each Candidate's Tax Policy Would Mean For You
Featuring Justin Charise
April 2020: The Top Questions Investment Advisors Are Getting Asked Right Now
Featuring Justin Charise
November 2019: Worth Video Feature. Lou Nistico shares his thoughts on protecting your most important asset - your ability to earn future income - as a critical component to a comprehensive financial plan.
March 2019: Worth Video Feature. Meet the Saugatuck Financial team. Justin Charise shares his thoughts on a recent Worth article about charitable giving strategies.
March 28, 2017: Which tax-efficient investing strategies should your advisor be considering?
By Justin Charise, CFP