NEWS & INSIGHTS
Age 62 is the earliest age at which you can start receiving Social Security retirement benefits. It’s also the most popular age to claim benefits [1], especially for women. Deciding whether to claim now or wait until...
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...
You can claim Social Security retirement benefits as early as age 62. Many Americans do, especially women [1]. However, claiming early means that your monthly benefit checks and, potentially, your overall lifetime...
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 benefit claim. SageVest...
Congratulations on celebrating your 72nd birthday! Age 72 is the age at which most people must begin taking Required Minimum Distributions (RMDs) from traditional IRA and other qualified retirement plans. SageVest...
Required Minimum Distributions (RMDs) are an important part of your financial landscape in retirement. Most people must start taking RMDs from qualified retirement accounts at age 72 (previously 70 ½). Here’s what you...
Stock markets rounded out a third consecutive year of impressive gains. Inflation reached levels not seen in decades, increasing prices for businesses and consumers. The pandemic lingers on, now including the current...
SageVest Wealth Management wishes you and your loved ones a holiday season filled with peace, joy, and wellness. In keeping with our tradition of supporting the local community, SageVest has made a donation to the...
As true wealth managers, we are always looking for potential strategies to help our clients with their current objectives as well as their long-term goals. One of the many areas that we help with is year-end tax...
What if sudden, unexpected circumstances beyond your control were to prevent you from caring for your pet? You could be in a car accident, have a health emergency or pass away. The caretaking need could be temporary...
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