Best Financial Advisor Award – SageVest Wealth Management (Jun 14, 2019)

SageVest Wealth Management takes a highly personalized, proactive approach towards your finances. We seamlessly integrate all aspects of your wealth management into a coordinated, comprehensive financial plan that supports your personal and life goals. We’re delighted that this true wealth management approach has been recognized with a new top financial advisor award. For 2019, SageVest Wealth Management is ranked as one of the best financial advisors in the Tri-State (DC, MD, and VA) area.

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Facts About Elder Financial Exploitation (Jun 12, 2019)

SageVest Wealth Management proudly serves as your fiduciary financial advisor, always placing your best interests first. Your wealth wellbeing is paramount to what we do, at all times and at every life stage.

Recent analysis by the Consumer Financial Protection Bureau’s (CFPB) Office for Older Americans highlighted the increasing prevalence of elder financial exploitation. To help safeguard yourself and loved ones from this serious issue, we consider some facts from the report about elder financial exploitation.

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Money & Millennials: Future Financial Changes You Should Plan For (May 9, 2019)

The Class of 2019 is the final graduating class of the best-educated generation in American history: Millennials. Whether you’re a recent graduate or now established in a career, we recommend that you maintain your focus on education – financial education, that is. Now’s the time to sit down and consider how to prepare financially for the opportunities, challenges, and changes that your lifetime may encompass. Following are a number of future financial changes you should plan for.

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Top 10 Travel Tips (Mar 11, 2019)

As the days lengthen and the temperatures slowly rise, you may be thinking about your next summer getaway. Travel costs are likely to increase in 2019 for a number of reasons, including increasing oil prices and overall inflation pressures. This makes it more important than ever to make the most of your travel budget! SageVest Wealth Management’s top 10 travel tips will help save you time, stress, and money. 

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Why Everyone Needs A Trusted Contact (Mar 6, 2019)

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. 

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The Most Common Financial Scams And How To Avoid Them (Feb 21, 2019)

It’s an unfortunate fact that there are criminals out there whose only job is to part you from your hard-earned wealth. They work around the clock, operating a variety of common financial scams designed to steal your personal information and/or your money. To protect your assets from exploitation, you need to remain vigilant. SageVest Wealth Management describes some of the most common financial scams and how to avoid them.

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How Long You’ll Live In Retirement (Feb 14, 2019)

If you shake your head and laugh at the thought of living to 100 or older, it’s time to reconsider how long you’ll live in retirement. According to the Social Security Administration, almost a quarter of all 65-year old Americans will go on to live beyond 90, and 10% will live beyond 95 [1].

People are living longer – and that costs money. If you don’t plan ahead financially, living longer may also mean living leaner. Here’s what to think about when considering how long you’ll live in retirement.

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SageVest Wealth Management Menu Of Services (Jan 15, 2019)

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. 

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Age 65 – Medicare Enrollment (Jan 2, 2019)

If you’re approaching age 65, now’s the time to consider your Medicare enrollment. Medicare is the Federal health insurance program for those aged 65 and older (plus other eligible adults). With healthcare costs listed as one of the top three financial worries for most Americans [1], familiarizing yourself with the Medicare program can help maximize your entitlements. SageVest Wealth Management outlines the basics of Medicare enrollment at age 65.

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