NEWS & INSIGHTS
SageVest Wealth Management is thrilled to announce that Jennifer Myers, CFP®, has been recognized by Washingtonian Magazine as a Top Financial Advisor for 2026. This is the tenth time Jennifer has received this...
Required Minimum Distributions (RMDs) are essential and mandatory financial requirements for those of RMD age, and individuals who own any inherited IRA accounts. Understanding RMDs will help avoid penalties and...
Congratulations on your milestone birthday! Age 70 is Social Security’s maximum retirement age. Once you reach age 70, there’s no further advantage to delaying your Social Security retirement benefits and you should...
You can claim Social Security retirement benefits as early as age 62. However, claiming early means that your monthly benefit payments, and potentially your overall lifetime payout amount, will be lower than if you...
If you’re approaching age 65, now’s the time to consider your Medicare enrollment. Medicare is the Federal health insurance program for those aged 65 and older (plus other eligible adults). Familiarizing yourself with...
Age 62 is the earliest age at which you are able to start receiving Social Security retirement benefits. However, the decision requires careful consideration as it permanently reduces your monthly payment amounts and...
2025 marked a third-straight year of stellar returns across virtually every major investment category. International stocks were the clear winners of 2025, followed by U.S. technology and AI companies. AI stocks...
As we usher in the New Year, it’s the perfect time to reassess your finances and set goals for a more secure and rewarding future. We offer our top ten financial New Year’s resolutions to help you enjoy a happy,...
The end of the year is the ideal time to update your retirement and other savings account contribution elections so that you’re prepared for the new year ahead. Having changes in place in January helps to ensure that...
When it comes to holiday seasons, birthdays, or helping a loved one with a financial need, family gifting may be one of your most meaningful objectives. It’s important to recognize, however, that gifts can have...
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