NEWS & INSIGHTS
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...
The original GI Bill of 1944 helped WWII Veterans return to civilian life, providing a range of benefits, including academic and vocational funding. It was so successful that similar measures were adopted for...
If you haven’t already done so, it’s time to begin thinking about year-end tax planning, which is always important, but is all the more significant this year, in light of the potential tax changes ahead. Proposed tax...
November is National Adoption Awareness Month. If you’re pursuing adoption, perhaps your journey is due to fertility issues, being single or part of a same-sex couple, or simply a fundamental desire to provide a loving...
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