NEWS & INSIGHTS
As women’s roles expand in our workforce, our communities, and our family networks, so too do their responsibilities. Women are increasingly independent, personally and financially, often supporting both themselves and...
Everyone aspires to succeed. While some people get lucky, for most of us, success is due to thinking ahead, smart decisions, and hard work. Growth in your career or business is also fundamental to a stronger financial...
The recently legislated tax reform made for an extraordinary end to 2017, when considering how the new tax laws impact you, your family and your finances. Despite an objective to simplify the tax code, it remains...
For many families, funding a college education for a child or grandchild is a key financial objective, one that SageVest Wealth Management embeds in your personalized financial planning. For example, funding a college...
2017 marks 10 years since Jennifer Myers first founded SageVest Wealth Management as an independent, fee-only financial planner in the Washington, DC area. Throughout the last decade, our firm has remained committed to...
SageVest Wealth Management is dedicated to helping connect you with your wealth in meaningful ways. The holiday season provides the perfect opportunity to focus on what matters most to you and your loved ones, whether...
Like wealth, enjoyment can mean different things to different people. You might find enjoyment in many aspects of life, from simple pleasures like long walks and get-togethers with friends and family, to larger events...
The holiday season is almost upon us, bringing a time of joy and togetherness – as well as the common need to come up with memorable gift ideas for those we care about! Yet finding unique, memorable, and financially...
Year-end tax planning can allow you to capture tax-saving opportunities before they vanish on January 1st. This year, the stakes are higher. Tax reform discussions are underway, presenting the very real possibility of...
There’s a lot to consider if you’re thinking about moving into a retirement community. While they offer an abundance of resources that you can’t replicate at home, retirement communities typically don’t come cheap. One...
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