Money on Tap

Money on Tap Welcome to “Money On Tap”, your personal finance headquarters where we bring out the professionals, experience, and some fun in what we call 3D Investing.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. Securities and Investment Advisory services offered through SagePoint Financial Services, Inc. Memb

er FINRA/SIPC and a Registered Investment Advisor. Insurance services offered through Brayshaw Financial Group, LLC. are independent of SagePoint Financial.

Health-care coverage (including Medicare) typically does not cover extended medical care.
12/17/2025

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

Consider preparing for 30 years in retirement. Are your assets ready?
12/15/2025

Consider preparing for 30 years in retirement. Are your assets ready?

Estimate your monthly and annual income from various IRA types.

What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile.
12/12/2025

What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile.

This questionnaire will help determine your tolerance for investment risk.

Are you worried about outliving your retirement savings? You are not alone.
12/10/2025

Are you worried about outliving your retirement savings? You are not alone.

Estimate how long your retirement savings may last using various monthly cash flow rates.

Do you know the difference between a credit lock and a credit freeze?
12/08/2025

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

Markets ended November on a five-day winning streak, softening earlier losses driven by concerns over tech valuations, c...
12/05/2025

Markets ended November on a five-day winning streak, softening earlier losses driven by concerns over tech valuations, consumer sentiment, and rate uncertainty. While the Nasdaq slipped 1.51 percent, the S&P 500 held steady and the Dow inched up 0.32 percent. All eyes now turn to the Fed's final meeting of the year on December 9–10.

The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite declined 1.51 percent. The Dow Jones Industrial Average edged up 0.32 percent.1

The truth is a little more complicated with these personal finance idioms.
12/05/2025

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

Low car lease payments look great, but do you really save money in the end?
12/03/2025

Low car lease payments look great, but do you really save money in the end?

This calculator compares the financial impact of leasing versus buying an automobile.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
12/01/2025

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

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

Learn how insurance deductibles work, and how they can help you save money.
11/28/2025

Learn how insurance deductibles work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money.

How much is enough for your emergency fund?
11/26/2025

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
11/24/2025

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

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