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In observance of the 2024 holiday season, Sage offices will be closed Monday December 23rd through Wednesday January 1st. Normal operations, including shipping for orders placed during the closure, will resume on Thursday January 2nd. For technical support during this time, please visit our technical support page for assistance options. 

We wish you a wonderful holiday season. Thank you. 

Paul Westbrook Westbrook Financial Advisers

Paul Westbrook, CFP, is President of Westbrook Financial Advisers, a fee-only financial and retirement planning firm in New Brunswick, New Jersey. Paul has spoken at financial planning and benefits conferences and has been quoted in Money magazine, Fortune, The Wall Street Journal, and Barron’s. He also teaches at the business school at Rutgers University. Paul has written several books: Word Smart for Business, Math Smart for Business, and Business Companion. He also wrote JK Lasser’s New Rules forRetirement and Tax.