When And How To Teach Your Kids About Investing (Jul 18, 2018)

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

Why You Need A Financial Advisor (Jul 17, 2018)

You wouldn’t consider running a marathon without first undergoing a medical and some fitness training. If you’re serious, you might even hire a professional trainer to create a personalized workout that maximizes your chances of crossing the finish line.

Think of a financial advisor as a trainer – but for your money. They evaluate your current financial fitness, learn about your wealth goals, and develop a customized plan to secure your current and future financial wellbeing. While everyone’s reason for hiring an advisor differs, there are commonalities, like saving for retirement, the loss of a spouse, or starting a business. Here are ten reasons why you need a financial advisor.

Read More

Affordable Summer Activities For Kids (Jun 12, 2018)

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. Our 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

Inspiring Self-Esteem For Teens (May 23, 2018)

Learning to drive, getting a job, heading to college: these are just some of the new life challenges your teen will face as they become young adults. Having positive self-esteem helps empower them to act responsibly, make wise decisions, and critically evaluate problems and risk. All are important skills to learn in support of their personal, career, and wealth success in adulthood. Together with child development specialist, Jennifer Dunn, we offer some ideas on how to support and inspire self-esteem for teens.

Read More

Finding The Perfect Summer Job Or Internship (May 17, 2018)

Often, a combination of schoolwork and extra-curricular activities can make it challenging for your kids to work during the school year. However, as summer approaches, now’s a perfect time for your teen and/or college student to pick up a summer job or internship opportunity. The benefits include increased confidence, greater employability, and of course, an income. SageVest Wealth Management offers some tips on finding the perfect summer job or internship, courtesy of our sister site, SageVest Kids.

Read More

National Family Wellness Month (May 7, 2018)

May marks #National Family Wellness Month, a time to focus on health and well-being together by getting active after the long winter, eating right, and thinking positive.

As a top-ranked investment and wealth manager in the DC area, we think that your family’s sense of wellbeing should also extend to your finances. A strong financial foundation fosters confidence, security, and peace of mind, supporting a healthy and happy lifestyle for you and those you care about. Here are some tips to ensure financial wellness for the whole family.

Read More

Giving Your Kids An Allowance (Apr 17, 2018)

Giving your kids an allowance is a vital part of their financial education. It’s an early step towards financial independence, and can teach them basic budgeting, sensible saving, and wise spending.

There’s a lot to think about as a parent when giving your kids an allowance. When should you start giving your kids an allowance? How much should you give them, and how often? Should allowances be tied to chores, grades, or more? Our sister site, SageVest Kids, provides answers to these and other common questions that parents have about allowances for kids.

Read More

A Step-By-Step Guide To Financial Literacy For Kids (Apr 9, 2018)

If you want your kids to develop a healthy relationship with money, including sensible saving and spending habits, there’s a lot for them to learn. It all starts at home, with you, and with April marking Financial Literacy Month, what better time than now?

Our sister site, SageVest Kids, offers a step-by-step guide to financial literacy for kids of all ages, including guidance on saving, spending, budgeting, earning, borrowing, giving, and more. It’s time to begin focusing on financial literacy for your toddlers, kids, and teens and we have a wealth of resources to help you.

Read More

Teaching Your Kids About Money Before College (Mar 23, 2018)

Preparing to send your teen off to college can be an exciting, busy and stressful time. There’s a lot to plan for with little time remaining.

Hopefully you’ve had many years of teaching your kids about money before college. If you haven’t, it’s crunch time to instill some teen financial basics. Even if your teen is financially ready and capable, now’s a great time to review budgeting, spending, and saving. SageVest Kids’ six-month plan will help guide these final months of teaching your kids about money before college.

Read More