Tax Reform – What You Need To Do Now (Feb 5, 2018)

According to an estimate from the Tax Policy Center,  80% of US taxpayers will owe less in taxes as a result of tax reform. A smaller percentage will pay more.

Do you know if you’re one of the lucky or unlucky ones?

Sadly for many, tax with-holdings will not adjust appropriately given the complexity of tax reform changes. This means that people might not feel the impact of tax reform until they file their taxes in April 2019. Here’s what you need to do now to plan proactively and try to avoid a tax surprise next year.

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5 Questions To Ask Yourself About Saving For Retirement (Feb 1, 2018)

Do you have trouble envisioning your retirement? Are you realistic about both your current budget and future retirement expenses? Do you even know where to start when it comes to saving for retirement? These are all classic traits that can impede your retirement success.

The good news is that you can change your approach to retirement. Jennifer Myers of SageVest Wealth Management was recently quoted in US News and World Report and we offer five quick questions about saving for retirement, and the benefits of working with a financial advisor to achieve your retirement objectives.

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How To Invest At Market Highs Now The Dow’s Above 26,000 (Jan 26, 2018)

The Dow Jones Industrial Average recently crossed a record-breaking 26,000, with other indices also hitting record highs. If you’ve been invested in stocks, you’re likely celebrating and considering if it’s time to take some profits through diligent rebalancing. Conversely, if you’re sitting on cash balances, you may be facing the difficult decision of whether now’s a good time to dive into the markets or whether you should stay on the cash sidelines. While the answer’s different for everyone, SageVest Wealth Management offers some advice on how to invest at market highs now the Dow’s above 26,000.

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How To Find The Best Financial Advisor For You (Jan 25, 2018)

Whether it’s a New Year resolution, life event, or simply recognition that your finances require attention, hiring a financial advisor is a great idea, wealth-wise. But how do you find the best financial advisor for you?

SageVest offers a high caliber of investment management services to clients in the DC Metro area and beyond, and we welcome your enquiries. However, we recognize that our investment minimum may present a hurdle for some, and that consequently, we’re not always the best fit. Here’s how to find the best financial advisor for you.

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What To Do Before Leaving Your Job (Jan 8, 2018)

There are many reasons why you might be considering looking for a new job. Maybe you’re seeking more responsibility – or less. Perhaps your job is no longer rewarding – monetarily or otherwise. You might be relocating, changing careers entirely, or have had the unfortunate experience of losing a job. Whatever the reason, there are many financial factors to consider before you make a career move. Planning ahead can help ease the transition into your new job, and help secure your finances for your immediate and longer term future.

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Investment Thoughts As We Enter 2018 (Jan 4, 2018)

The SageVest Wealth Management quarterly commentary is now available for year-end 2017. Highlights include:

– 2017 brought prosperity to investors, thanks to continued new stock market highs and low volatility.

– Expectations of tax reform supported growth, and became a late-year Republican victory. The ultimate impacts will be seen in the months and years ahead.

– 2018 offers plenty of continued growth opportunity, with a worthy cautionary note that we’re in the second longest bull market ever, with elevated valuations.

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5 Money Tips For Women (Jan 2, 2018)

As women’s roles expand in our workforce, our communities, and our family networks, so too do their responsibilities. Women are increasingly independent, personally and financially, often supporting both themselves and other family members. Yet gender-specific issues like lower earnings and longer lifespans continue to challenge longer-term financial security. What better way to celebrate Women’s Self Empowerment Week, therefore, than by considering women’s financial well-being?

As a top-ranked, woman-owned personal wealth manager, SageVest Wealth Management understands the importance of financial planning for women. Here are five essential money tips that every woman should follow.

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6 New Year Resolutions For Business And Career Success (Dec 29, 2017)

Everyone aspires to succeed. While some people get lucky, for most of us, success is due to thinking ahead, smart decisions, and hard work. Growth in your career or business is also fundamental to a stronger financial future, for yourself and your family.

SageVest Wealth Management’s New Year resolutions for business and career success will help you strive towards new heights in your business, career, and personal life.

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How The New Tax Laws Impact You (Dec 28, 2017)

The recently legislated tax reform made for an extraordinary end to 2017, when considering how the new tax laws impact you, your family and your finances. Despite an objective to simplify the tax code, it remains complex, particularly the determination of whether you’ll be facing higher or lower taxes in the future.

SageVest Wealth Management outlines the primary changes in individual taxes, focusing on the areas that render the greatest impact to our clients. The majority of tax changes discussed will expire on December 31, 2025, unless otherwise noted.  

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How To Find Scholarships (Dec 27, 2017)

For many families, funding a college education for a child or grandchild is a key financial objective, one that SageVest Wealth Management embeds in your personalized financial planning. For example, funding a college savings plan can help offset educational costs for your student, allowing contributions to grow tax-deferred, and potentially providing you with tax relief at the state level.

Other options for funding college costs include loans, grants, and scholarships. Here’s when, where, and how your teen can find scholarships at the undergraduate or graduate level.

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