Connecting You and Your Wealth


Tips To Help You Raise Financially Wise Children (March 27, 2017)

Woman with child (iStock000041177846L AZemdega)Money management skills lay the foundation for lifelong success, and the path to financial wisdom begins in childhood. In recognition of Financial Literacy month in April, we’re proud to announce the launch of SageVestKids, a website dedicated to helping you raise happy, financially wise children through developmentally appropriate activities and responsibilities.

Our new site has already been recognized by CNBC, Investment News, and Yahoo Finance as a rich resource for financial literacy, and we encourage you, your family, friends and others to visit SageVestKids for more information. Below are some of our top tips in brief to help you guide your kids towards financially rewarding lives. Read More

Smart Ways To Save When Planning A Wedding (February 15, 2017)

wedding-pixabay-omarmedinafilms-1183271An important aspect of financial planning is not only balancing your expenses on a day-to-day basis, but also planning ahead for larger anticipated expenses. A wedding is a joyous celebration. Yet the big day can also come with a big price tag; the average American wedding in 2015 cost more than $30,000.

Whether you’re paying for your own wedding, or you’re a parent or grandparent footing the bill or sharing the costs, it’s important to set a realistic budget for the event and plan accordingly. Here are some subtle ways to save on costs, while still achieving a perfect day.  Read More

Cash and Couples – The Six Cs of Success (January 26, 2017)

Young couple in cafe“Love and marriage, love and marriage, it goes together like a horse and carriage.” 

What Frank Sinatra didn’t mention in his famous song is who pays for the horse and who pays for the carriage. Opposites often do attract, and that includes opposing money styles.

To help ensure harmony at home, SageVest offers some guidance on how to improve your relationship with money and with your partner.

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Ten Relationship Tips For Working Women (January 18, 2017)

Female ExecutiveMore than half of today’s college enrollees are women, making it likely that the number of working women will continue to dramatically rise in the coming years. Despite these facts, social roles often remain rooted in the past. This can create challenges in your personal relationships, especially as you accumulate independent wealth and become more engaged in financial decision-making for yourself and loved ones.

Whether you’re a working woman yourself, a supportive relative, or a friend of a professional woman, here are some tips on how to achieve relationship, family, and financial harmony in today’s new reality.  Read More

Hiring A Domestic Employee (September 30, 2016)

Baking togetherFor many people, juggling family, work, and household priorities can be a daily challenge. If your finances allow, hiring some household help can streamline your schedule and free up precious time for you to spend enjoying what matters most, with the ones you love.

Whether you’re considering a part-time maid to help keep your home tidy, or someone for a more demanding role like a live-in caregiver or personal assistant, there are a number of factors to weigh carefully before you hire someone. Read More

Retirement Funds And Divorce (August 29, 2016)

Divorce settlementWhen a couple divorces, the fall-out can affect your finances too. Retirement funds in particular can prove complex in how they’re divided during the divorce settlement and restructured for the future. Professional financial advice can help preserve your share if you’re the retirement fund owner, or ensure equitable distribution if you’re the other party.  Michael Fuhr recently highlighted the importance of retirement fund tax rates during divorce negotiations in US News & World Report’s Investment article: ‘12 Steps To Protect Your Money In Divorce‘. Read More

The Importance Of Life Insurance For Women (June 1, 2016)

Woman and baby (17327 Pixabay PublicDomainPictures)There are many reasons why life insurance should play an important part in every person’s financial planning. Yet women often overlook this key asset protection strategy, and are far more likely than men to be underinsured or have no coverage at all.

Whether you’re a single woman, half of a couple, or a member of a more extended family network; whether you work at home, in the workforce, or as the leader of your own business; life insurance is essential to protect the transfer of your wealth, and more importantly, to protect your loved ones in the future.  Read More

Invest Like A Woman – It’s Better (November 17, 2015)

Woman with cashIn today’s world, women are increasingly accumulating significant assets, whether as a result of increased participation in the workforce, successful entrepreneurship, or a life-changing transition. We’re also becoming more aware, engaged and active in the control of our own finances, and those of our families. Research suggests that, despite traditional stereotypes, it’s a role for which we’re well suited.

Jennifer Myers was recently featured in an article from Investor’s Business Daily, highlighting investment strategies that can benefit us all: ‘Invest Like Women, They’re Better – Here’s How‘. Read More

Time Runs Out For Popular Social Security Strategies (November 6, 2015)

Couple on Park BenchDramatic changes were recently announced to Social Security benefit provisions.

The Bipartisan Budget Act of 2015, signed into law on November 2nd, effectively eliminated the Restricted Application and the File-and-Suspend strategies. Those already utilizing these options will be grandfathered in; some will have a short six-month window in which to act; and, others need to be aware of how future benefits will be more limited. The media has focused on how the termination of these unintended, but popular, strategies will impact married couples. The truth is that the changes will impact single individuals as well. If your retirement plan included anticipated Social Security benefits, please take the time to  Read More

The Sandwich Generation (August 3, 2015)

Grandparents and GrandchildIf you’re ‘sandwiched’ between helping children with college expenses or the costs of young adulthood, while also looking after aging parents as well as yourself, then you’re officially a member of the Sandwich Generation; a group of people in their 40s to 60s who face the challenge of supporting themselves, their children and older relatives. As families delay having children, and more parents live longer, the Sandwich Generation is predicted to grow in the years ahead. SageVest offers some useful strategies to help you balance the financial aspects of this life phase. Read More

Enriching Your Life: Your Relationship With Money (June 26, 2015)

Hand holding single pink flowerMoney is a valuable resource that can improve our quality of life and help us to accomplish our life goals. Fostering a healthy outlook towards money is an important aspect of achieving a more positive life balance.

As part of our educational Speaker Series, we recently hosted renowned author, speaker and money coach, Olivia Mellan. Olivia shared expert advice about factors that influence how we connect with our wealth, and the importance of having a trusted financial advisor like SageVest Wealth Management to help us achieve money harmony. Read More