Helping your kids learn wise money management skills is key to their future success. Financial technology (‘fintech’) apps can help tech-savvy teens and young adults become money-savvy too. From apps that track their saving and spending habits, to apps that help your student source cheap text books or let your young adult share the cost of dinner with friends, SageVest Kids takes a look at some of the best financial apps for teens and young adults.Read More
A recent survey found that Americans overwhelmingly consider family as the biggest source of meaning and fulfilment in their lives . Today’s modern family is often a blended one, typically as a result of divorce, death, or relationships later in life. It’s wonderful to see families unite. However, when two families merge, so too must their value systems, traditions, parenting approaches, finances, and more. SageVest Wealth Management considers financial planning for blended families.Read More
SageVest Wealth Management is a top-ranked, fee-only financial advisory firm with a family focus. Our financial literacy site, SageVest Kids, offers parents a wealth of resources to teach kids about money, including financial activities by age.
As the holiday season approaches, if you’re looking for something more, consider giving your kids the gift of financial education and entertainment, with one of these fun financial board games for kids, tweens, and teens.Read More
SageVest Wealth Management is consistently ranked as a top wealth manager in the Washington, DC area. Our clients recognize the benefits of working with a financial advisor firm that blends customized investment management and comprehensive financial planning into a cohesive approach towards personal financial success. We’re pleased to announce that our commitment to our clients has again been recognized with a DC Top Wealth Manager award for 2018.Read More
Choosing the right college is an important decision for you and your teen to make together. The college you choose can influence your teen’s career and earnings. Without careful planning, it can also affect your own finances and future.
College visits can help when choosing the right college. They allow you and your teen to get a feel for the campus, ask questions of faculty, administrators, and students, and assess value, relative to costs and available finances. SageVest Wealth Management’s financial literacy site, SageVest Kids, offers some questions for college visits to help when choosing the right college.Read More
Every student should submit a Free Application For Student Aid (FAFSA). Family wealth is only one factor used to determine eligibility for Federal student aid via the FAFSA program. Furthermore, eligibility for state and institutional aid is also typically based on your teen’s FAFSA information. This means that even if your family’s well-off, your student should still submit a FAFSA. Our sister site, SageVest Kids, provides an overview of the FAFSA program.Read More
SageVest Wealth Management is an independent, fee only financial advisor. We work with individuals, families, business owners and others, helping each of our clients to make smart financial decisions in support of their unique wealth objectives. As a fiduciary advisor, our clients know that their best interests always remain central to our recommendations.
We’re thrilled that this commitment to excellence in wealth management has again been recognized with a Northern Virginia Top Financial Professional award for 2018.Read More
One of the earliest steps to teaching your kids about finances is talking to them about money. Whether it’s teaching your toddler about different coins, helping your tween open their first bank account, or discussing student loans and taxes with your college-age teenager, how you talk about money has a lasting effect on your child. Discussing finances positively fosters a healthy relationship towards money that will stay with your kids into adulthood and help them achieve a fulfilling and successful life through sound wealth management. SageVest Wealth Management’s sister site, SageVest Kids, discusses 10 positive ways to talk to kids about money, life, and more.Read More
Money’s an essential resource for life success. It’s also a broad and complex topic. If you’re a parent, committed to providing your kids with a sound financial education, teaching your child about money needs to begin early, with age-appropriate activities that foster a healthy attitude towards money, spending, and saving. Only once your child possesses a strong understanding of the financial basics should you consider introducing the principles of investing. SageVest Kids offers insights into when and how to teach your kids about investing.Read More
Summer is approaching. That means warmer weather and, for parents of school-age kids, summer expenses.
From summer camp and family vacations, to play dates and pool time, the costs associated with keeping your kids entertained during the long summer days can quickly send your family budget into disarray. SageVest Wealth Management’s sister site, SageVest Kids, offers some tips on how to keep your longer term financial goals on track, with Affordable Summer Activities For Kids.Read More