SageMint Wealth

"Live Well, Do Good" is more than our tagline. It's how we define success with our clients. 🌿

We believe real wealth means having the confidence to make decisions that reflect what you truly care about, whether that's your family, your health, or the causes that matter to you. 💚

When we build a plan together, we make sure your money supports the life you want to live and the impact you want to have. That's the kind of success we strive to build with our clients. ✨

Find out more 👉🏼 https://sagemintwealth.com/

At SageMint Wealth, we think about wealth a little differently. 🌿

For us, it's really about the life you're building and the people you're building it for. Our job is to bring clarity to the big decisions, so you can move forward with confidence. ✨

When your plan reflects what matters most to you, everything else gets easier. That's what a trusted partner should do. 💚

Find out more 👉🏼 https://sagemintwealth.com/

Americans give generously to the causes we believe in. But before donating, it's worth looking into how an organization spends its money and what it accomplishes. 🌿

The charities most worth supporting are usually the ones that make that easy to see. 🔍 A little research up front means your gift does exactly what you hoped it would. 🎁

🔗 Check out our step-by-step guide to help you evaluate a charity before you donate.
https://sagemintwealth.com/evaluating-charitable-organizations-before-donating-a-step-by-step-guide/

Anh Tran and the SageMint Wealth team recently spent an afternoon with a room full of future entrepreneurs. 💼 🌟

As one of the "Sharks" at Girls Inc. of Orange County's Smart Ups showcase, Anh watched girls in the 3rd through 6th grade pitch businesses they built from scratch, with the same confidence and prep you'd expect from a founder twice their age. 💁🏼

Moments like this are why SageMint invests in programs like this one. Every girl in that room is learning early that her ideas have value and that she has what it takes to build something real. 📈 💪🏼

A big thank you to Girls Inc. for putting on this incredible event!

🖼️ Last week, the SageMint Wealth team traded spreadsheets for serving spoons and vision boards. We spent an afternoon sharing our favorite dishes, talking about our goals for the year, and getting to know each other outside of client meetings. 🍜 🎯🤝🏼

Moments like this remind us that we do our best work for our clients when we're aligned as a team ourselves. A strong team makes for a stronger partner, and that's exactly what we aim to be for you. 🌿

SageMint Wealth’s Anh Tran recently attended the Forbes SHOOK Research Top Women Advisors Summit, a unique opportunity to collaborate with women who are redefining what leadership in this industry looks like. 💪🏼

Anh was invited to share SageMint's philosophy: the idea that wealth, health, purpose, and impact grow together, not in isolation. 🌿

The women there represented over 400 advisors and $208 billion in assets under management, but the real value was in the exchange: learning from each other how to lead better, advise better, and show up better for the people who trust us most. ✨

Anh returned to the office with fresh ideas and insights – and reminded us that we all do better when we work together. 🤝🏼

If you have a student heading to college this fall, June 30 is the federal FAFSA deadline for the upcoming academic year. 🎓📅

Although many states and colleges have earlier financial aid deadlines, June 30 is the final opportunity to submit the FAFSA and remain eligible for federal financial aid. Missing the deadline could mean missing out on grants, work-study opportunities, and federal student loans.

Before the deadline, make sure to:

1️⃣ Confirm your FAFSA has been submitted and processed successfully. ✅
2️⃣ Respond quickly to any requests for verification or additional documentation. 📄
3️⃣ Review your school's financial aid portal for any remaining requirements or next steps. 🔍

Even if you think you may not qualify for aid, completing the FAFSA is often worth the effort. Many schools use it to determine eligibility for scholarships, grants, and other forms of assistance.

If you have questions, we’re here to help.

Building wealth isn't always about making big changes. Often, it starts with paying a little more attention to the choices you make every day. 🧠💰

Researchers at Georgetown University found that even small improvements in financial mindfulness were associated with higher savings rates, lower debt levels, and less impulsive spending. 🌱

Here are three simple ways to become more financially mindful:

1️⃣ Pause before making a purchase and ask whether it supports what's most important to you. ⏸️
2️⃣ Review your spending regularly so you stay connected to where your money is going. 📊
3️⃣ Pay attention to emotional triggers that may influence financial decisions. 🔍

Small moments of awareness can lead to better habits, better decisions, and stronger financial outcomes over time.

💡 Looking for more practical habits that can improve your financial well-being? Check out our latest blog: 👉🏼 https://sagemintwealth.com/micro-habits-for-financial-calm/

Happy Father's Day! 💙👔

Today we celebrate all the dads and father figures who lead with love, guidance, patience, and support. Thank you for the many ways you help shape families, strengthen communities, and make a lasting impact on the lives around you. 👏

Today we recognize Juneteenth, an opportunity to reflect on our shared history, celebrate the contributions of Black Americans, and continue building stronger, more inclusive communities. ❤️🖤💚

📌As a reminder, markets are closed today for the federal holiday.