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.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

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Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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