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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The Decision To Rent Or Buy A Home (Mar 22, 2018)

The decision to rent or buy a home has always been a significant financial consideration. However, whether to rent or buy is a particularly hot topic right now, given a booming real estate market, new mortgage interest deduction limits and a rising mortgage interest rate environment.

It doesn’t matter if you’re a Millennial thinking of buying your first home, a professional relocating for work, or a retiree downsizing to a condo or apartment: The own-or-rent decision is a complex one, influenced by a host of factors. We offer tips and insights about renting versus buying.

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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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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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Jennifer Myers – A NoVA Top Financial Professional (Aug 28, 2017)

As our clients know, SageVest Wealth Management takes pride in connecting you with your wealth in impactful and meaningful ways. Our team of advisors provides personalized, comprehensive financial advisory and investment management services to individuals, families, and business owners across Northern Virginia, Maryland, and the Greater Washington, DC area.

It’s fitting, therefore, that Jennifer Myers was again recognized this year as a Top Financial Professional in the Northern Virginia area.

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Questions To Ask Before Buying A Vacation Home (Aug 3, 2017)

When you’re on vacation, the allure of securing a place in paradise year-round can be intoxicating. How can you bottle that vacation bliss? Buying a second home is the most commonly contemplated answer.

Vacation home ownership offers distinct perks. However, it also entails a significant investment of money, time, and other resources. Like any major financial decision, it’s worthy of careful consideration. Ask yourself the following questions before you purchase a vacation home.

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Why You Should Have A HELOC (Jul 12, 2017)

When it comes to your financial stability, planning ahead is essential. A Home Equity Line Of Credit (or HELOC) can gain you an added level of financial security for the future, and is best considered while you’re in a healthy financial position.

Having an open line of credit on your house can be a valuable tool. It serves as a cash insurance policy, giving you financial flexibility when and should you need it, at nominal costs of securing capital. A HELOC gives you the ability to draw upon the value of your home, but you’re never obligated to do so. You can simply pay an annual fee to know that you have access, if needed, without incurring debt. When might a HELOC be of use?

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Downsizing Your Home (Apr 11, 2017)

For decades, home sizes have been increasing. The average American home today is about 1,000 square feet bigger than it was in the 1970s. Now, however, a competing trend is emerging. Led by the ‘Tiny House’ movement, there’s a shift towards enjoying a more minimalist lifestyle and downsizing to more sustainable living spaces.

There are a host of reasons why you might be considering downsizing your home. It may be in preparation for aging, to reduce living expenses, to simplify your lifestyle, for eco-friendly principles, or more. Whatever the reason, downsizing involves serious consideration. There are a lot of decisions to make as you embark on your downsizing journey.

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Decluttering Your Life (Mar 22, 2017)

Papers, mementos, clothes, and more: there are many reasons why we amass an abundance of things that can end up making our homes look and feel messy. Keeping clutter under control enhances your home’s attractiveness, function, and value, and numerous studies prove that it can improve your overall outlook on life.

Your desire to declutter may be a response to a life event, like inheriting belongings from a family member, deciding to downsize your home, the end of a relationship, or the start of a new one. Regardless of the impetus, there’s a process to calming your clutter.

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Six Reasons Why You Might Not Elect Joint Ownership (Mar 15, 2017)

Joint ownership is one of the most common forms of asset titling. It offers numerous benefits centered on sharing use and control, it allows transparency of assets, and it helps with daily money management and bill paying.

While the decision to jointly title assets often seems straightforward, there are underlying considerations to be taken into account, particularly when it comes to non-spousal shared assets. For the following reasons, think carefully before you sign on the dotted line to initiate joint ownership with a significant other, family member or friend.

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