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Every student should submit a Free Application For Student Aid (FAFSA). Family wealth is only one factor used to determine eligibility for Federal student aid via the FAFSA program. Furthermore, eligibility for state...
10 SageVest Wealth Management is an independent, fee-only financial advisor. We work with individuals, families, business owners and others, helping each of our clients to make smart financial decisions in support of...
The recent Tax Cut and Jobs Act was the biggest overhaul of US tax legislation in decades. SageVest Wealth Management has been proactive in advising you on how the sweeping tax reforms may impact your investments and...
SageVest Wealth Management proudly supports comprehensive wealth management that extends to our clients and their loved ones, including the next generation. We developed SageVest Kids, a website dedicated to children’s...
One of the earliest steps to teaching your kids about finances is talking to them about money. Whether it’s teaching your toddler about different coins, helping your tween open their first bank account, or discussing...
It’s been almost a decade of watching cash yields hover at zero percent or just above. In fact, investors have been searching for yield on cash balances for so long that you may have forgotten to look by now, assuming...
In today’s busy world, life can involve juggling family, career, and more on a daily basis. Your wealth should be a resource in support of your full lifestyle. However, limited time, financial complexity, or other...
By the time summer arrives, you might be no longer be focused on your New Year resolutions about saving. Yet, with the year half over, it’s an ideal time to re-evaluate your financial independence and refocus on your...
If you’re ‘sandwiched’ between raising children and looking after aging parents, then you’re officially a member of the Sandwich Generation. Roughly half of people in their 40s to 60s face the challenge of supporting...
Money’s an essential resource for life success. It’s also a broad and complex topic. If you’re a parent, committed to providing your kids with a sound financial education, teaching your child about money needs to begin...
Focus on your family’s financial best interests with customized wealth strategies