Media

Featured Publications and Media Highlights

Read the most recent Saugatuck Financial related press here:

Worth Feature: Saugatuck Financial Partner, Justin Charise, joins Worth CEO Juliet Scott-Croxford as an expert panelist to discuss the potential planning implications of a Biden win in the November 2020 election.

October 2020: Biden vs. Trump: What Each Candidate's Tax Policy Would Mean For You

By Justin Charise

April 2020: The Top Questions Investment Advisors Are Getting Asked Right Now

Featuring Justin Charise

January – March 2020: Why Might I Reconsider My IRA Beneficiaries Under the SECURE Act?

By 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.

October – November 2019: How can I protect my most valuable asset?

By Lou Nistico

April – June 2019: How can I think about using life insurance strategically?

March 2019: Worth Video Feature. Meet the Saugatuck Financial team. Justin Charise shares his thoughts on a recent Worth article about charitable giving strategies.