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Did you know that any child who has earnings from a part-time job is eligible to have a Roth IRA, even though they are not yet an adult? Establishing a Roth IRA on behalf of a child, funded either from your child’s...
As all 50 states begin to reopen during COVID-19, millions of people in the workforce face a new dilemma. Are they ready to return to work, balancing their finances and their health? If you’re able to work from home...
If you have a long term care insurance policy, you know the premiums are expensive and you want assurance that the policy will pay in the terms you envision should you ever need it. Unfortunately, one simple oversight...
Stocks have staged quite a recovery since their depths in late March. In fact, the upside was so swift that a bull market recovery started within one week’s time. While stocks have had ups and downs since late March,...
When it comes to estate planning, it’s easy to opt for the fastest, simplest and cheapest path forward. Sometimes that includes using transfer on death (TOD) or payable on death (POD) account registrations to avoid...
Teaching your kids the fundamentals of investing can seem like a daunting project during times of economic stability. Factor in the extreme market volatility we’ve seen during the COVID-19 pandemic, and even the basic...
If you are what Social Security considers a “higher-income beneficiary,” you pay more for Medicare Part B, the health insurance portion of Medicare, and Part D, prescription drug coverage. The Social Security...
It’s hard to find much good news during the coronavirus, but refinancing your mortgage during COVID-19 could help you save money long-term. Interest rates have plummeted, taking mortgage rates along with them. As a...
SageVest Wealth Management’s latest quarterly commentary is now available. Highlights include: The coronavirus sieged the world in the first quarter of 2020. The longest bull market in history entered bear market...
The coronavirus has dramatically disrupted our economy and society in a matter of a few short weeks. While it’s hard to find something positive in all of the tragic headlines, we think it’s important to recognize that...
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