For many of us, our home is our largest asset. It also represents one of the biggest decisions to be made in retirement. Choosing whether to stay in your home or to move is a common consideration, as you enter...
NEWS & INSIGHTS
Smart Ways To Save When Planning A Wedding
An important aspect of financial planning is not only balancing your expenses on a day-to-day basis, but also planning ahead for larger anticipated expenses. A wedding is a joyous celebration. Yet the big day can also...
7 Mortgage Tips For Retirement
Entering retirement debt-free is psychologically and financially liberating. Yet for many individuals, enjoying lower expenses during retirement can turn out to be nothing more than a myth, in large part due to your...
Time For Your Medicare Check-Up
The Medicare Annual Enrollment Period starts on October 15 and runs through December 7. That makes now the perfect time for retirees to review and, if warranted, change your policy coverage. Taking the time to examine...
Ten Top Travel Apps To Take You Places
SageVest Wealth Management recognizes the potential that’s inherent in careful investment and financial management. Wealth provides opportunities, one of which is the chance to experience the world through travel. As...
Money & Millennials: Setting Financial Goals
As a young adult, it’s important to learn the best strategies and habits to manage your finances, both now and in the future. The earlier you understand and utilize these practices, the better. But where should you...
Time Runs Out For Popular Social Security Strategies
Dramatic changes were recently announced to Social Security benefit provisions. The Bipartisan Budget Act of 2015, signed into law on November 2nd, effectively eliminated the Restricted Application and the...
Death Of A Family Member Checklist
Losing a loved one is a difficult experience. Yet, during this time, you must complete a variety of tasks and make important financial decisions. You may need to make final arrangements, notify various businesses and...
Top Ten Financial Tips For Teens Heading To College
Across the nation, parents are bidding a tearful goodbye as their excited teenagers head to college for the first time … or bidding on that home fitness center on eBay, as they turn their son or daughter’s room into an...
Travel Secrets For A Vacation To Remember
Have you dreamed of peaceful moments in the Sistine Chapel? Have a hankering for Havana? Or are you seeking spiritual solitude in the Sacred Valley of the Incas? SageVest Wealth Management recognizes the unique...
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