Protecting Your Long Term Care Insurance Policy (May 22, 2020)

If you have a long term care insurance policy, you know the premiums are expensive and you want assurance that the policy will pay in the terms you envision should you ever need it. Unfortunately, one simple oversight can jeopardize the integrity of your policy: missing a premium payment. Just one missed payment runs the risk of your long term care policy lapsing. Here we discuss easy to establish but essential back up measures to put in place now to protect your policy.

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The Pros and Cons of Transfer On Death (TOD) Accounts (Apr 29, 2020)

When it comes to estate planning, it’s easy to opt for the fastest, simplest and cheapest path forward. Sometimes that includes using transfer on death (TOD) or payable on death (POD) account registrations to avoid probate and other expenses. However, there are some major pitfalls to this account registration strategy. We review the pros and cons of transfer on death accounts.

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Coronavirus Updates Relative To Your Investments (Feb 26, 2020)

The outbreak of the coronavirus is gripping the world. It has infected more than 80,000, has killed more than 2,700 and is directly impacting the daily lives of millions of people. It simply is the top headline around the globe. The potential future effects of the virus sent shockwaves through the financial markets this week, with stocks falling several percentage points in a matter of days. We feel it’s important to address this number one topic and the potential impacts to your portfolio.

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Jennifer Myers Recognized As A Five Star Wealth Manager (Dec 11, 2019)

At SageVest Wealth Management, the financial success of our clients is our number one priority. Our repeatedly recognized investment management and financial planning services are personalized to reflect your specific needs, as an individual, a family, or business owner. We place great importance on establishing a relationship with you, our client, always placing your best interests at the forefront of our recommendations.

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Fee-Only vs. Fee-Based Advisors: Knowing What You’re Paying (Dec 10, 2019)

When searching for a financial advisor you may come across the terms fee-only and fee-based. While the names are similar, the two approaches are fundamentally different, and can greatly affect the quality of the financial advice you receive. Here we discuss the key differences, and the questions you should ask when interviewing a prospective advisor.

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Your Annual Insurance Check-up (Sep 9, 2019)

As an independent financial advisor, SageVest Wealth Management offers unbiased advice that extends to all aspects of your wealth management, including insurance considerations. Appropriate insurance levels protect your assets and safeguard you, your loved ones, and your lifestyle. An annual insurance check-up can help save you money through comparison shopping. Most importantly, it ensures that your coverage remains aligned with your current lifestyle. Here’s a checklist of what to think about.

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Best Financial Advisor Award – SageVest Wealth Management (Jun 14, 2019)

SageVest Wealth Management takes a highly personalized, proactive approach towards your finances. We seamlessly integrate all aspects of your wealth management into a coordinated, comprehensive financial plan that supports your personal and life goals. We’re delighted that this true wealth management approach has been recognized with a new top financial advisor award. For 2019, SageVest Wealth Management is ranked as one of the best financial advisors in the Tri-State (DC, MD, and VA) area.

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Why Everyone Needs A Trusted Contact (Mar 6, 2019)

Many of us are experiencing life for longer. It’s increasingly common to live 20-30 years in retirement. More of us are also experiencing a single lifestyle, either as a deliberate life choice, or as a result of divorce, widowhood, or simply relocating away from family and friends. In response to these population changes and other factors, Charles Schwab recently implemented a trusted contact option. This is an important part of your financial plan, and SageVest Wealth Management has now also adopted this approach. Below, we discuss what a trusted contact is, and why everyone needs a trusted contact. 

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