Publications

Featured Publications

Read the most recent Saugatuck Financial related press here:

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

Featuring Justin Charise

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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.

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

By Lou Nistico

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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.

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How does the Tax Cuts and Jobs Act affect charitable-giving tax strategies?

Justin Charise Cornell Enterprise Summer 2018

Justin Charise included among the former athlete business leaders highlighted in the Summer 2018 publication of the Johnson Graduate School of Business at Cornell: Enterprise

Justin Charise Keynotes the 14th Annual Fairfield County 40 Under Forty Awards Ceremony

Justin Charise Keynotes the 14th Annual Fairfield County 40 Under Forty Awards Ceremony

 
Worth Magazine Article

November 2017-January 2018: How prepared are you, as an investor, for the next financial downturn?

By Lou Nistico

Westport Article

December 2017: Saugatuck Financial noted in the December Giving Section of Westport Coastal Neighbors

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December 2017: Longshore Scene highlights Saugatuck Financial client event

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December 2017: Saugatuck Financial sponsors special visit by Santa

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August-October 2017: What are some long-term strategies for meeting short-term liquidity needs?

November 2017: Westport Coastal Neighbors Moneywise

November 2017: What attributes of successful sports coaches should I look for in a financial advisor?

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Justin Charise named to Fairfield County’s 2017 40 Under Forty

Worth Magazine Article

May 28, 2017: What attributes of successful sports coaches should I look for in an advisor?

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March 28, 2017: Which tax-efficient investing strategies should your advisor be considering?

By Justin Charise, CFP ®

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