NEWS & INSIGHTS
Personal finance can be complex, especially as your wealth grows. Each of your decisions must support the next and align with your life goals. The following financial planning checklist will help you identify which...
The welcoming of a child is one of life’s most wonderful and transformational events. There are many things to prepare and coordinate, including your finances. Raising a child requires significant time, energy, and...
Setting yourself up for long-term financial success requires strategic planning, but it’s easy to get started. One of the simplest, yet most important steps is to ensure you have an emergency fund. Whether or not you...
Appropriate insurance coverage protects you, your loved ones, and your assets. An annual insurance check-up helps to ensure that your coverage remains aligned with your current and changing lifestyle. It can also help...
As with every aspect of life, technology has significantly evolved in the area of financial advice. Today, individuals can choose to work with a human financial advisor or a robo-advisor. Robo-advisors are a positive...
One of the most frequent questions we receive from clients is “how much do I need to save for retirement?” The truth is, there is no one-size-fits-all answer to this question. Instead, we rely on specific personal...
SageVest Wealth Management is extremely proud to announce that Jennifer Myers, CFP® has earned a place in Washingtonian’s Top Wealth Adviser Hall of Fame. Jennifer’s mission for SageVest is to help individuals and...
Purchasing a home is likely the largest financial obligation that you might undertake in your life. It’s critical to evaluate mortgage options based on your specific situation and make a choice that aligns with your...
Buying a home is one of life’s largest investment decisions. For most individuals, their home is their greatest asset. For many first-time home buyers, the leap from renting to buying requires serious analysis. ...
Getting married is one of life’s most exciting events filled with planning and celebration. Wedding preparations might take center stage initially, but financial planning for the future is required for a successful...
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