NEWS & INSIGHTS
The notion of retirement is both alluring and complex. It’s the period in your life when you want to enjoy yourself, in good health, with the resources available to fulfill a variety of life ambitions. Today, your...
Most employers offer group life and disability insurance coverage. While this is an important benefit for employees, it doesn’t mean that you’re adequately covered. In fact, if that’s all the coverage you have, you...
The cost of healthcare is a common concern for most Americans. For retirees, it’s often their number one financial priority. A combination of quickly rising health insurance costs and the potential for increased...
For decades, home sizes have been increasing. The average American home today is about 1,000 square feet bigger than it was in the 1970s. Now, however, a competing trend is emerging. Led by the ‘Tiny House’ movement,...
SageVest Wealth Management recently released our quarterly commentary for year-end 2016. Highlights are as follows: - The first quarter set new market highs in the Dow Jones Industrial Average and S&P 500 indices....
Target-date funds have made investing easier over the past few decades, offering investors a one-stop investment solution. Also known as life-cycle or age-based funds, they comprise of a mix of holdings that alter over...
Money management skills lay the foundation for lifelong success, and the path to financial wisdom begins in childhood. In recognition of Financial Literacy month in April, SageVest Wealth Management is proud to...
Papers, mementos, clothes, and more: there are many reasons why we amass an abundance of things that can end up making our homes look and feel messy. Keeping clutter under control enhances your home’s attractiveness,...
Joint ownership is one of the most common forms of asset titling. It offers numerous benefits centered on sharing use and control, it allows transparency of assets, and it helps with daily money management and bill...
If you’re like most Americans, a 401(k) or similar retirement plan represents the bulk of your long-term savings. Every year, the IRS places limits on the annual contributions you can complete to these and other...
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