NEWS & INSIGHTS
The US Department of Education awards more than $120 billion in financial aid each year [1] to students who submit a FAFSA – Free Application for Federal Student Aid. Eligibility for Federal student aid is a complex...
Turning 18 years old is a monumental milestone, full of new “privileges.” Once your child is 18, they are legally an adult, they can vote, and, in most states, they gain more driving freedom. With greater privileges...
Your teen may be champing at the bit to get their learner’s permit or driver’s license, but are you prepared financially to have a new driver in the household? From liability insurance to car expenses, getting a...
Virginia529 rolled out a new college savings program called the Tuition Track Portfolio (TTP) on February 1st of this year. This new college savings option is an exclusive opportunity for Virginia residents and is...
Parents are facing immeasurable challenges during Covid-19 as they juggle work, family, school, health and finances. Some families are finding that they’re saving money during Covid-19, but many are watching their...
Did you know that any child who has earnings from a part-time job is eligible to have a Roth IRA, even though they are not yet an adult? Establishing a Roth IRA on behalf of a child, funded either from your child’s...
Teaching your kids the fundamentals of investing can seem like a daunting project during times of economic stability. Factor in the extreme market volatility we’ve seen during the COVID-19 pandemic, and even the basic...
In the past few weeks, our children’s lives have been turned upside down. From school closings, performance and sport cancellations, postponed traditions such as prom and graduation, to no more playdates, the way our...
The SECURE Act of 2019 imposes significant changes for inherited IRAs received from an account owner who dies post December 31, 2019. The law previously allowed beneficiaries of inherited IRAs the ability to ‘stretch’...
SageVest Kids is dedicated to helping parents teach their kids sound money management skills from an early age into adulthood. Of all the money skills your kids need to learn, sensible spending and careful saving are...
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