There’s a lot to learn about money, especially before your teens leave the house. During this webinar we cover key topics that every teen should know and experience to achieve a healthy financial start in life. We...
NEWS & INSIGHTS

The Technicalities of Inheriting Money
When someone passes their assets on to you after they die, the process of receiving that inheritance must be managed carefully with regard to estate and/or trust administration and understanding tax implications. Some...

I Inherited Money — Now What?
One day you may get a phone call that a relative or friend has died, and all or part of their significant wealth will pass on to you. Visions of lifestyle changes run through your head along with the grief of losing a...
Webinar: Today’s Inflationary Environment, Impacts and Long-Term Thoughts
Today’s inflationary environment is a prevalent topic on people’s minds. It’s affecting everyday life, the investment markets and perhaps now the economy. SageVest recently hosted a webinar discussing today’s...

Surviving a Market Correction and Recession
In times of market volatility and heightened recession probabilities, controlling your finances can impact your emotions as well as your financial wellbeing. However, proper planning can offer reassurance and even...

Northern Virginia Magazine Top Financial Professionals Award 2022
SageVest Wealth Management is proud to announce that Jennifer Myers has been awarded Northern Virginia Magazine’s Top Financial Professional designation for the 8th consecutive year. Each year, Northern Virginia...

Scaling Back Spending Post-COVID
Spending habits changed drastically during the worst of the COVID pandemic, making today a time to re-evaluate family budgets. Many parents found themselves increasing spending on their children both out of necessity...

The Benefits of a Two Working Parent Household
Many families require both parents to work for financial sustainability. However, there are many families where one parent remains home to care for the kids. If your family has the financial flexibility for only one...

Women in the Workforce: Now is a Great Time to Start or Expand Your Career
The COVID pandemic triggered a lot of life changes, especially for working women taking care of their children. Many mothers were forced to take a step back in their careers or quit their jobs altogether to take care...

Hot Topic: Series I Savings Bonds
Over the past few months, inflation has continued to rise. Standing out from the sea of negative inflation-related headlines, however, is one “positive” one: the rise in popularity of Series I savings bonds. In May...
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