NEWS & INSIGHTS
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...
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...
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...
October is Financial Planning month, making now a great time to think about your financial preparedness and well-being. Money isn’t everything in life, but it certainly helps to achieve security and to open...
Washington DC residents have long been underserved and underrepresented. While we don’t have any updates on representation, SageVest Wealth Management does have good news about college saving options for DC residents,...
If you’re like most Americans, a 401(k) or similar retirement plan represents the bulk of your long-term savings. Every year, the IRS places limits on the annual contributions you can complete to these and other...
The 2017 tax filing season began on January 23, 2017. That’s the day that the IRS began accepting electronic tax returns. Electronic filing is now the most popular method for preparing and submitting tax returns,...
Each Veterans Day, SageVest Wealth Management is proud to join the rest of our nation in offering thanks to the brave men and women who defend our everyday freedoms. We thank you for your service. Gratitude for your...
If you’re like most people, you’d love to reduce the clutter in your life. This includes paperwork, particularly the volumes of home expense receipts. SageVest Wealth Management advisors are often asked what you need...
Many students take a job in the summer after school lets out. If it’s your first job it gives you a chance to learn about the working world. That includes taxes we pay to support the place where we live, our state and...
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