NEWS & INSIGHTS
Hopefully you’ve already filed your taxes or are in the process of doing so. While it’s always important to review your tax return every year, it’s particularly important in 2019, given last year’s tax changes. Your...
SageVest Wealth Management’s latest quarterly commentary is now available. Highlights include: - The first quarter proved to be one of the strongest in history, following on the heels of a challenging 2018. - Trade...
The refinance discussion has happened so many times over the past decade that it’s become something of a financial cliché. Yet here we are again, raising the notion of whether you should consider refinancing. That’s...
Your student’s college test results and where they study are certainly some of the key factors when it comes to your teen’s future career path, earnings potential, and standard of living later in life. The recent...
As the days lengthen and the temperatures slowly rise, you may be thinking about your next summer getaway. Travel costs are likely to increase in 2019 for a number of reasons, including increasing oil prices and...
Many of us are experiencing life for longer. It’s increasingly common to live 20-30 years in retirement. More of us are also experiencing a single lifestyle, either as a deliberate life choice, or as a result of...
Everyone’s vison of an ideal retirement differs in the details, but common goals include a comfortable standard of living, good health, and meaningful experiences with family and friends, travel, and more. SageVest...
It’s an unfortunate fact that there are criminals out there whose only job is to part you from your hard-earned wealth. They work around the clock, operating a variety of common financial scams designed to steal your...
If you shake your head and laugh at the thought of living to 100 or older, it’s time to reconsider how long you’ll live in retirement. According to the Social Security Administration, almost a quarter of all 65-year...
As your teen prepares for college and beyond, it’s important that you discuss realistic life expectations together. At this juncture of their lives, some of the most influential factors on their career and future...
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