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SageSpring 2022 Must-Read Insights of 2022

Top 10 Must-Read Insights of 2022

As 2022 comes to a close, we at SageSpring are reflecting on how grateful we are to all of you. Our business may be wealth management, but our passion is serving you and your families. We are thankful to work alongside you every day. This year has brought tremendous opportunities, and with it an exciting new chapter as we transitioned to a name and brand that better encompasses who we are. Our commitment to our clients is what motivated us to embark on that journey, and our clients made the transition possible. We want to thank you for your continued support and trust in us. 

Our transition to SageSpring Wealth Partners was our main highlight of the year, but it wasn’t our only one. We were honored to help our clients gain financial confidence and plan for their futures despite a fluctuating economy. And our advisors remained committed to making their financial knowledge accessible to everyone through our blog.

In case you missed them, our advisors have compiled a list of what they believe were the most valuable financial and market insights shared on our blog this year.

Top 10 Must-Read Insights of 2022

1. 3 Questions to Ask your Financial Advisor at Every Check In

2. Is Medicare Coverage Right for You?

3. A Guide to Financial Wellness

4. Leaving a Legacy for your Children and Grandchildren

5. Demystifying Annual IRA Tax Documents

6. Should You Apply for Student Loan Forgiveness?

7. Second Act Income Opportunities to Explore

8. How Does the Cost of Living Increase Affect You?

9. What is a Tennessee Community Property Trust and How Does It Work?

10. Raising Financially Responsible Children

It has been a joy for us here at SageSpring to create plans to help you reach your financial goals this past year, and we look forward to serving you in the year to come. Connect with an advisor today and let us design a plan that can set you up to reach your goals in 2023. We wish you and your family a very happy and prosperous new year.

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of SageSpring Wealth Partners and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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Jeffrey T. Dobyns

President, SageSpring 

Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best. 

Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades. 

His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville. 

Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.