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.

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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.

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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.

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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 withholdings 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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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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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.

Our 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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Washingtonian Top Fee-Only Financial Planner In The DC Area (Dec 21, 2017)

2017 marks 10 years since Jennifer Myers first founded SageVest Wealth Management as an independent, fee-only financial planner in the Washington, DC area. Throughout the last decade, our firm has remained committed to delivering excellence in investment and financial planning services to individuals, families, and business owners throughout Virginia, Maryland, and the wider DC Metropolitan region.

We’re always honored to receive recognition for the exceptional level and breadth of knowledge, experience, and service that we render for our clients.

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The Post-9/11 GI Bill (Nov 8, 2017)

The original GI Bill of 1944 helped WWII Veterans return to civilian life, providing a range of benefits, including academic and vocational funding. It was so successful that similar measures were adopted for subsequent Veterans. The most recent of these is the Post-9/11 GI Bill, which includes up to 36 months of educational benefits to eligible service personnel and, uniquely, to your dependents – if you plan ahead.

As part of SageVest’s commitment to America’s military families, we consider current provisions of the Post-9/11 GI Bill, plus recent legislative updates, as they relate to your broader wealth planning.

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Top Wealth Manager Award For SageVest’s Jennifer Myers (Oct 23, 2017)

At SageVest Wealth Management, we offer a highly personalized approach to wealth management, one where our focus is always on you. We get to know you and your family, and as a fee-only fiduciary, always place your best interests first. Furthermore, as a woman-owned investment management firm, we’re particularly attuned to the complexities of financial planning for women, families, and multiple generations.

We’re delighted that our dedication to exceptional personalized planning and investment advice has again been formally recognized.

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What It Takes To Become A Successful Business Owner Or Consultant (Oct 12, 2017)

The allure of becoming your own boss, calling the shots, and growing your potential earnings as a business owner or consultant is a common dream. Starting and running your own business is a bold step that can equate to greatness in your financial and professional future – but it’s not without risks. There’s a lot to consider before taking the plunge. While every industry is different, there are several key elements to achieving success as a business owner or consultant.

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