Home | Julie E. Sagatelian

Medicare Options - Which One Is Right For You

Have a birthday coming up or are new to Medicare? Let’s talk about why you should talk to someone before you sign up and why you should review your Medicare options every year.

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Californians May Qualify for a Tax Extension

If you were impacted by the 2022-2023 winter storms, you may qualify for a tax extension until October 16, 2023.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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Julie E. Sagatelian

Financial Advisor

626.356.7556

70 S. Lake Avenue, Suite 950
Pasadena, CA 91101

jsagatelian@wradvisors.com

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

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Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

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A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

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