Intelligent money management is essential for young adults to equip them with the skills they need to make informed and responsible financial decisions in the future. Good habits and a solid foundation for financial...
NEWS & INSIGHTS
Additional Tax Credits Put Solar Energy in Spotlight
If you’ve been thinking of installing solar panels on your home, the Inflation Reduction Act of 2022 provides further incentive to do so. For installations between 2022 and 2032, homeowners can deduct 30% of the cost...
Tax Credit Rule Changes and Electric Vehicles
The recent passage of the Inflation Reduction Act has brought about several changes related to the electric vehicle (EV) tax credit and qualification for the credit. (This impacts solar energy credits as well.)...
Looking Forward After a Difficult Year in the Markets
Stocks incurred their worst declines since 2008 and bonds suffered their heaviest losses in more than 100 years. Many decades-long investment trends reversed in 2022, reminding investors that investments always move in...
A Simple Way To Estimate How Much You Need for Retirement
One of the most common questions SageVest Wealth Management advisors hear is “How much do I need to retire?” In reality, there’s no one universal answer. Retirement dreams are different for everyone, and they change as...
What to Consider Before Starting a Business
Starting a business is an exciting and anxious time. It provides a chance to set your own career path, frequently with objectives of enhanced flexibility and higher income. While the long-term benefits can be...
Simple Tips for Budgeting
Budgeting can be a scary topic to discuss, but implementing some sort of structure within your financial world can lead towards achieving increased freedom and comfort. Below we discuss a few tips that can be helpful...
Choosing and Starting a New Job
Searching for and accepting a new job is exciting, as this means starting a new chapter in your life and your career. While the base salary is an important factor, it’s wise to consider the overall compensation...
How Much Life Insurance Do I Need, and What Kind?
Life insurance can be an essential element of protecting and providing for loved ones in the event of a death. If anyone is financially dependent upon you, such as a spouse or children, it’s important to consider...
Estate Planning for the Benefit of Children (of All Ages)
Caring about the wellbeing of your children is important at any stage of parenthood and it should extend beyond your lifetime. If you have children, either younger or older, careful consideration of your estate...
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