NEWS & INSIGHTS
For LGBTQ couples, it is important to recognize the need for custom financial planning. This becomes more important for those in a relationship that lacks the financial and legal rights of married couples. All couples...
While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan. Tax law is constantly changing, making it important to spend time evaluating how new changes could affect...
As year-end approaches, it’s always a good time to ensure you’re positioned well financially to maximize financial benefits available to you. Many opportunities must be captured before year-end, while others should be...
Depending on the circumstance, a home equity line of credit (HELOC) could be a good option for you. A HELOC is a revolving credit loan that allows you to borrow against the equity in your home. There are several...
When it comes to your financial stability, planning ahead is essential. A Home Equity Line of Credit (or HELOC) can gain you an added level of financial security for the future, and is best considered while you’re in a...
With over 25 years of experience in the financial industry, Jennifer E. Myers, CFP®, works closely with individuals and families to help them achieve their best life possible with confidence and clarity. SageVest...
One of the most valuable self-employed savings vehicles is a solo 401(k), also known as an individual 401(k). This powerful retirement savings account allows flexibility and significant tax deferral opportunity, far...
The investment markets stumbled during the third quarter due to several negative events. Fortunately, the U.S. economy remains strong. A government shutdown was averted, but not resolved. Pullback in the Markets A...
Taking the initiative to work with a qualified financial advisor is an important step in achieving and securing financial freedom. However, the process doesn’t stop there. In order for your advisor to best guide you,...
While divorce can be emotionally difficult, it doesn’t have to mean financial devastation. In fact, there could be a silver lining that brings to light improvements in one’s financial well-being. Detailing Cash Flow...
Make a wise investment
in your future today.