NEWS & INSIGHTS
Jennifer Myers is dedicated to helping clients fulfill their life and family goals while translating complex financial matters into understandable, manageable, and successful strategies. She maintains close working...
During the current global pandemic, there’s been a rush for people to obtain insurance and update their legal documents such as Powers of Attorney, Wills and Revocable Trusts. While updating your legal documents is a...
SageVest Wealth Management is thrilled to announce that Jennifer Myers has been awarded Northern Virginia Magazine’s Top Financial Professional designation for the 6th consecutive year. Each year, Northern Virginia...
The CARES Act implemented several measures to help Americans during coronavirus, including the ability to skip taking taxable Required Minimum Distributions (RMDs) for tax year 2020. However, the Act went into effect...
Hopefully you’ve heard the adage of “buy low, sell high.” With segments of the stock market experiencing significant recoveries, this is an important concept in terms of your investment strategy. We explore what we’ve...
SageVest Wealth Management’s latest quarterly commentary is now available. Highlights include: Stocks stage the strongest recovery in more than 20 years. The U.S. and countries around the world have largely reopened...
Did you know that any child who has earnings from a part-time job is eligible to have a Roth IRA, even though they are not yet an adult? Establishing a Roth IRA on behalf of a child, funded either from your child’s...
As all 50 states begin to reopen during COVID-19, millions of people in the workforce face a new dilemma. Are they ready to return to work, balancing their finances and their health? If you’re able to work from home...
If you have a long term care insurance policy, you know the premiums are expensive and you want assurance that the policy will pay in the terms you envision should you ever need it. Unfortunately, one simple oversight...
Stocks have staged quite a recovery since their depths in late March. In fact, the upside was so swift that a bull market recovery started within one week’s time. While stocks have had ups and downs since late March,...
Make a wise investment
in your future today.