NEWS & INSIGHTS
When someone passes their assets on to you after they die, the process of receiving that inheritance must be managed carefully with regard to estate and/or trust administration and understanding tax implications. Some...
One day you may get a phone call that a relative or friend has died, and all or part of their significant wealth will pass on to you. Visions of lifestyle changes run through your head along with the grief of losing a...
Today’s inflationary environment is a prevalent topic on people’s minds. It’s affecting everyday life, the investment markets and perhaps now the economy. SageVest recently hosted a webinar discussing today’s...
In times of market volatility and heightened recession probabilities, controlling your finances can impact your emotions as well as your financial wellbeing. However, proper planning can offer reassurance and even...
SageVest Wealth Management is proud to announce that Jennifer Myers has been awarded Northern Virginia Magazine’s Top Financial Professional designation for the 8th consecutive year. Each year, Northern Virginia...
Spending habits changed drastically during the worst of the COVID pandemic, making today a time to re-evaluate family budgets. Many parents found themselves increasing spending on their children both out of necessity...
Many families require both parents to work for financial sustainability. However, there are many families where one parent remains home to care for the kids. If your family has the financial flexibility for only one...
The COVID pandemic triggered a lot of life changes, especially for working women taking care of their children. Many mothers were forced to take a step back in their careers or quit their jobs altogether to take care...
Over the past few months, inflation has continued to rise. Standing out from the sea of negative inflation-related headlines, however, is one “positive” one: the rise in popularity of Series I savings bonds. In May...
The housing market has soared in recent years, with the largest percentage price increases in modern history. The market is so strong that bidding wars and contingency waivers are common in hopes of winning a contract...
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