Sorting Fact From Fiction – Retirement Myths (Apr 19, 2018)

When it comes to your retirement finances, there’s a lot to think about and plan for, whether you’re retiring soon, or are several years from retirement. SageVest Wealth Management creates personalized, dynamic retirement plans for each of our clients, supporting their lifestyle, both now and in the future. Without the guidance of an experienced financial advisor, it can be difficult to know where to start, what to focus on, and how to sort fact from fiction when it comes to retirement myths.

Jennifer Myers was recently quoted in US News & World Report, discussing ‘7 Myths About Finances In Retirement’.

How To Avoid Family Inheritance Squabbles (Nov 17, 2016)

Discussing your wealth and your wishes with loved ones in advance is essential to safeguarding both your requests during your lifetime and your bequests in the future. Yet it’s typically the single most avoided conversation for most families.

Planning ahead can help define preferences, avoid hurt feelings and confusion, and ensure a smooth transition of wealth to later generations.

Investing Your Inheritance (Sep 28, 2016)

Receiving an inheritance is generally a time of mixed emotions. The potential of the financial legacy to improve your lifestyle is typically tempered by grief over the loss of someone near and dear.

You can honor your loved one through careful stewardship of the inheritance. There are multiple factors to consider when deciding how best to invest your windfall. Take your time to make reasoned and logical decisions that support your long-term life goals, including retirement. Jennifer Myers recently discussed how personal investment tolerance and the size and nature of the inheritance can impact these important decisions, in US News & World Report’s article: ‘How To Invest An Inheritance For A Comfortable Retirement‘.

Cash Flow For Your Small Business (May 26, 2016)

While it’s the key to your success, managing the finances for your small business can be challenging. SageVest is an experienced and knowledgeable partner when it comes to advising you about wealth strategies that support your needs as an individual and as an entrepreneur.

Jennifer Myers was recently quoted in online source, NCR Silver – Small Business Smarts, discussing the importance of understanding and balancing business cash flow so that your enterprise is well positioned to weather tough times and, more importantly, take advantage of opportunities.

Budget Advice For Those In Their Thirties (May 16, 2016)

As you head into your thirties, you’re probably glad to put some of the uncertainties of the previous decade behind you. You may have finished studying by now and be working to strengthen your financial independence with a steady income or even a business of your own.

Even with this increasing stability, though, it’s important to avoid budgetary temptations. SageVest advisor Michael Fuhr was recently quoted in US News And World Report’s ‘Top Budget Busters for 30-Somethings’, discussing how to evaluate a home purchase while remaining focused on your overall wealth objectives.

Automated Investment Tools: No Match For Human Advisors (Mar 22, 2016)

Our lives are increasingly governed by technology. Its reach spans every aspect of our daily lives, both professional and personal. This includes our finances.

For young adults, adept with technology, with often simplistic financial planning requirements, and generally without the assets to meet financial advisor minimums, online investment tools may fulfill their needs – at least for the present. For many other people, however, these so-called ‘robo-advisors’ have considerable limitations. SageVest’s Jennifer Myers was recently featured on NPR’s Marketplace, discussing the importance of the human aspect of financial and investment advice as part of a true wealth management approach.

Gifting Money To Loved Ones (Dec 16, 2015)

The holidays are traditionally a time of gathering together and giving, sharing good times and good fortune with family, friends and those we care about. What happens, though, when the gifting is financial in nature and substantial in size?

Michael Fuhr was recently quoted in a CNBC article that looks at the impact of large monetary gifts on the lives of the recipients, and discusses the taxable, financial, and long-term planning implications for those generous individuals who make sizeable gifts to their loved ones: ‘Smart Ways To Gift Money During The Holidays‘.

Smart Money Choices (Dec 1, 2015)

They say it’s a smart idea to learn from your mistakes. It’s smarter still to learn from the mistakes that others make.

The adage applies to financial decisions too. Recently published on The Motley Fool, SageVest advisor Michael Fuhr offered  guidance on how to avoid the dangers of relying upon an inheritance to secure your financial future and make smarter financial decisions about your retirement savings, in  GoBankingRates article: ‘10 Infamous ‘Last Words’ Of Personal Finance‘.

Building Financial Confidence (Nov 27, 2015)

Achieving financial stability for you and your loved ones involves careful planning, wise choices, and perseverance. You want to know that your financial plan supports your personal goals, and you need to have confidence in the investment decisions you make.

Working with a registered advisor, educating yourself, and avoiding emotionally-charged decisions are all excellent ways of becoming more assured about the financial decisions you make. Michael Fuhr was recently featured discussing these and other topics, in an article by GoBankingRates, entitled ‘10 Insecurities That Make You Poor‘.

Invest Like A Woman – It’s Better (Nov 17, 2015)

In today’s world, women are increasingly accumulating significant assets, whether as a result of increased participation in the workforce, successful entrepreneurship, or a life-changing transition. We’re also becoming more aware, engaged and active in the control of our own finances, and those of our families. Research suggests that, despite traditional stereotypes, it’s a role for which we’re well suited.

Jennifer Myers was recently featured in an article from Investor’s Business Daily, highlighting investment strategies that can benefit us all: ‘Invest Like Women, They’re Better – Here’s How‘.