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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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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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.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

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How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

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A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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