NEWS & INSIGHTS
Without a doubt, the most common question SageVest Wealth Management advisors hear is “How much do I need to retire?” In reality, there’s no universal answer. Retirement dreams are different for everyone, and they...
Everyone’s vison of an ideal retirement differs in the details, but common goals include a comfortable standard of living, good health, and meaningful experiences with family and friends, travel, and more. SageVest...
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...
It seems like one minute you’re proudly holding your new grandchild in your arms, and the next they’re heading off to college. As the College Board’s annual report, ‘Trends In College Pricing’ highlights, that college...
Retirement is one of the most significant events in your life. It also makes it one of the most critical financial planning decisions. A solid retirement plan provides financial and psychological assurance. Careful...
As a woman, you might find yourself so committed to those you care about, your career, business, or other life obligations, that it could be tough to carve out time to address what’s best for you. Yet when it comes to...
With markets at record highs, now’s a great time to re-evaluate your investment portfolio and consider what opportunities may be appropriate, relative to your current and future lifestyle, and longer term investment...
You wouldn’t consider running a marathon without first undergoing a medical and some fitness training. If you’re serious, you might even hire a professional trainer to create a personalized workout that maximizes your...
The true meaning of financial independence is different for everyone. For some people, financial independence is the ability to buy a house, or to support oneself in retirement. For others, it’s the ability to transfer...
The outlook for annuities was dim in 2017. Now that the Department of Labor (DOL)’s fiduciary rule has, at a minimum, been postponed, annuity sales could be on the rise, as commission-based agents have the ability to...
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