NEWS & INSIGHTS
SageVest Wealth Management is thrilled to announce that Dan Serra, CFP®, EA, ADPA®, has been recognized by AdvisorHub as one of the Top 250 RIAs to Watch for the second year in a row. This national award recognizes...
The title "Of Counsel" is one of the most versatile — and frequently misunderstood — designations in the legal profession. Whether you are a retired partner transitioning out of practice or a specialist looking for a...
In the competitive world of college applications and job searches, internships have become an expected component of a student’s CV. Far from just being resume filler, internships can provide real-world experience,...
The first quarter of 2026 was marked by significant volatility as geopolitical tensions upended a strong start to the year. Despite the late-quarter turmoil, total losses were somewhat mitigated by strong January...
Choosing to work with a financial advisor is the first step toward elevating your wealth and feeling more secure about your finances. It can turn worrying about money today into celebrating wealth in the future....
A new type of account, called a Trump Account, is now available as a savings vehicle for children under age 18. As a unique factor, children born in 2025-2028 are eligible for a $1,000 deposit by the government if...
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...
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