SageMint Wealth

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SageMint Wealth

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SageMint Wealth is a wealth management firm for individuals, families, and business owners with a pa We offer a fresh approach to wealth management.

Our mission is to give you the resources and support you need to invest in a better future for yourself, your family, and the world. We aim to cultivate a world full of joy, success, and sustainability.

10/28/2026

Compounding applies to more than money. 🌱

Small choices repeated over time can shape your finances, health, relationships, and the way you spend your time. For example, you can:

✔️ Save and invest consistently. 📈
✔️ Build routines that support your health. 🚶‍♀️
✔️ Make time for the people and priorities that matter most. 💚

This idea is at the heart of The Compounding Life framework: building a richer life over time, one decision at a time.

Check out our latest blog to learn more about how this framework works. 👉
https://sagemintwealth.com/the-compounding-life-framework-building-a-truly-rich-life/

10/27/2026

🏓 We had a wonderful time at our third annual SageMint Wealth pickleball event!

The courts were full of laughter, friendly competition, and plenty of cheering from the sidelines. 🎉

Spending time with our clients outside the office is one of our favorite parts of the year. These moments remind us that the best partnerships are built on real connection. 🤝

Thank you to everyone who came out to play, cheer, and celebrate with us. We can’t wait to see you on the courts next year! ☀️

10/22/2026

As year-end approaches, a Qualified Charitable Distribution (QCD) can be a tax-smart way to support the organizations you care about. 💚

If you’re age 70½ or older, a QCD allows you to give directly from your IRA to an eligible charity. The distribution generally isn’t included in your taxable income, and if you’re subject to required minimum distributions (RMDs), it can also count toward that annual requirement. 💵

That can make a QCD especially useful if charitable giving is already part of your plans. You can support causes that matter to you while potentially reducing your taxable income and overall tax bill. 🌱 🎁

If you’re considering a QCD before year-end, now is a good time to review your giving goals and make sure there’s enough time to complete the distribution by December 31. 🗓️✨

10/20/2026

Did you know you can invest the funds in your donor-advised fund while you decide when and where to give? 🌱📈

Keep your timeline in mind when choosing your investments:

🔸 Giving soon? Consider a more conservative approach.
🔸 Giving over many years? You may have more room for growth.
🔸 Don’t forget fees and investment expenses. 🔍

Your DAF investments should support your broader giving plan. Learn more in our latest blog. 👉 https://sagemintwealth.com/daf-giving-what-happens-after-you-fund-a-donor-advised-fund/

10/16/2026

Year-end is a natural time to think about the causes and organizations you want to support. 🗓️

If charitable giving is already part of your financial plan, contributing to a donor-advised fund (DAF) before December 31 can help you set aside money for future gifts while potentially securing a charitable deduction for the current tax year. 🌱

From there, you can recommend grants over time rather than deciding everything at once. That can also create an opportunity to involve your family in conversations about which causes matter most and how you want to give together. 🤝

Our recent blog article explains what happens after you fund a DAF and the decisions that come next. 👇
https://sagemintwealth.com/daf-giving-what-happens-after-you-fund-a-donor-advised-fund/

10/14/2026

Funding a donor-advised fund is only the first step. The next question is how much you want to grant each year. 💸

Since DAFs don’t have an annual payout requirement, you have flexibility. Here are a few approaches to consider:

1️⃣ Grant a percentage of the balance each year 📊

2️⃣ Choose a set annual dollar amount 💵

3️⃣ Spend down the fund over a specific timeframe, while keeping some in reserve for future needs 📉

The right approach depends on how you want your giving to unfold over time. 🌱

Read our latest blog to learn more about managing your DAF after you fund it. 👉 https://sagemintwealth.com/daf-giving-what-happens-after-you-fund-a-donor-advised-fund/

10/12/2026

🐾 A remarkable milestone for veterinary care in Southern California!

On October 1, we celebrated the dedication of the Janice K. Hobbs UC Davis Veterinary Medical Center Southern California. It was an inspiring day filled with gratitude, excitement, and a shared sense of what's possible when people come together to do good. 💚

This incredible new center will help more animals receive exceptional care, bring hope to more families, and advance veterinary medicine for generations to come. 🐶🐱

We couldn't be prouder of our very own Jan Hobbs, whose extraordinary generosity and vision, along with the support of so many dedicated partners, helped bring this center to life! 👏🏼 🥂

🔗 Learn more at hobbs.vetmed.ucdavis.edu or support the center with a donation. 👇🏼
https://giveto.ucdavis.edu/campaigns/49377/donations/new?value=100&appeal_code=W2027&hide_appeal_code=1&designation_id=325214

UC Davis Weill School of Veterinary Medicine

10/09/2026

🎓 SageMint Wealth is proud to sponsor the Girls Inc. of Orange County College Bound Luncheon on Friday, November 6, at the Marriott Irvine Spectrum.

College Bound gives middle and high school girls practical support as they prepare for what comes next, from college prep and financial literacy to mentorship and career exploration. 📚

We’re especially proud to support a program that helps young women build the skills, knowledge, and support systems they need to create more opportunities for themselves. 💚

If you’d like to support the program too, you can attend the luncheon, become a sponsor, or make a gift. 👇
https://secure.qgiv.com/event/2026collegeboundluncheon/

09/29/2026

🎉 Congratulations to Ponja Atipi on passing the Series 7 exam!

Since joining SageMint Wealth in the Spring, Ponja has already made a meaningful impact through her hard work, positive attitude, and contributions to the team. We’re excited to celebrate this latest accomplishment and all the progress she’s made in just a few short months. 👏📚

Way to go, Ponja! We’re so glad to have you on the team and can’t wait to see what’s ahead. 💚

09/22/2026

🧠 When you’re making decisions all day long, even simple choices can start to feel like work.

That’s where AI can be useful. It can help you sort through the noise faster, so everyday decisions take less time and effort. 🌱

🔗 Our latest article shares six practical ways busy adults can use AI to simplify everyday life at home, at work, and everywhere in between. 👇
https://sagemintwealth.com/how-busy-adults-can-use-ai-to-simplify-everyday-life/

Address

2600 Michelson Drive, Suite 950
Irvine, CA
92612

Telephone

+17149383700

Website

http://www.sagemintwealth.com/

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