Many of us are experiencing life for longer. It’s increasingly common to live 20-30 years in retirement. More of us are also experiencing a single lifestyle, either as a deliberate life choice, or as a result of divorce, widowhood, or simply relocating away from family and friends. In response to these population changes and other factors, Charles Schwab recently implemented a trusted contact option. This is an important part of your financial plan, and SageVest Wealth Management has now also adopted this approach. Below, we discuss what a trusted contact is, and why everyone needs a trusted contact.Read More
Reviewing your finances regularly helps to ensure that all your money decisions remain aligned, both with each other and with your broader life and wealth goals. If you have finance-related questions, SageVest Wealth Management is a valuable resource. Our menu of services is extensive and we can help with a wide range of wealth considerations for you and your loved ones.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
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
Thoughtful and open discussions about money are a vital, yet often overlooked, aspect of your financial planning. Talking about money with loved ones can fulfill a variety of purposes, depending on who you’re talking to, and what you’re discussing; from establishing a strong financial education in youngsters, to defining your intentions beyond your lifetime for future generations.Read More
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.Read More
October is Financial Planning month, making now a great time to think about your financial preparedness and well-being. Money isn’t everything in life, but it certainly helps to achieve security and to open opportunities for you and your family.
Personal finance can be complex, especially as your wealth grows. Each of your decisions must support the next, and align with your life goals. The following financial planning checklist will help you identify which financial topics you’ve got covered, and areas where we can help you to achieve your wealth and life objectives.Read More
Life insurance can play an important part in your long-term financial planning. It’s one of the simplest ways to protect your assets and transfer your wealth. More importantly, it supports the future financial well-being of those you care about, providing you with peace of mind.
However, calculating how much life insurance you need and knowing what type of life insurance policy is right for you can prove confusing. SageVest Wealth Management offers insights about how to determine the best life insurance elections in support of both your lifetime goals and the future security of your loved ones.Read More
Jennifer Myers, CFP ® established SageVest Wealth Management in May 2007, to provide high quality, customized, and comprehensive investment management and financial planning services to individuals, families, and business owners in the Washington, DC area and beyond.
A decade later, and with twenty years of experience, Jennifer’s the recipient of multiple top advisor awards, including Washingtonian Top Financial Advisor, and SageVest Wealth Management is celebrating our tenth anniversary! This seems an ideal time to thank our clients, and to offer a quick reminder of our services, our fields of expertise, and the core principles that guide us in pursuit of your financial and life goals.Read More
Most employers offer group life and disability insurance coverage. While this is an important benefit for employees, it doesn’t mean that you’re adequately covered. In fact, if that’s all the coverage you have, you could be woefully under-insured.
It’s always best to evaluate insurance coverage earlier in life rather than later, as rates and terms are tied to your health and age. Here are some basic tips on evaluating your coverage and what to consider when purchasing additional insurance.Read More