Northern Virginia Top Financial Professional Award 2018 (Aug 23, 2018)

SageVest Wealth Management is an independent, fee only financial advisor. We work with individuals, families, business owners and others, helping each of our clients to make smart financial decisions in support of their unique wealth objectives. As a fiduciary advisor, our clients know that their best interests always remain central to our recommendations.

We’re thrilled that this commitment to excellence in wealth management has again been recognized with a Northern Virginia Top Financial Professional award for 2018.

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How To Maximize Charitable Giving After Tax Reform (Aug 20, 2018)

The recent Tax Cut and Jobs Act was the biggest overhaul of US tax legislation in decades. SageVest Wealth Management has been proactive in advising you on how the sweeping tax reforms may impact your investments and your wealth. We’ve focused on both the intended and unintended consequences to individuals, families, and businesses. Here, we provide some insights on tax reform and charitable giving, including strategies to maximize the value of your future charitable giving.

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Why You Need A Financial Advisor (Jul 17, 2018)

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 chances of crossing the finish line.

Think of a financial advisor as a trainer – but for your money. They evaluate your current financial fitness, learn about your wealth goals, and develop a customized plan to secure your current and future financial wellbeing. While everyone’s reason for hiring an advisor differs, there are commonalities, like saving for retirement, the loss of a spouse, or starting a business. Here are ten reasons why you need a financial advisor.

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What You Need To Know About Required Minimum Distributions (RMDs) (May 15, 2018)

Required Minimum Distributions (RMDs) are an important part of your financial landscape in retirement. Most people must start taking RMDs from qualified retirement accounts at age 70½, or earlier for inherited IRAs. Here’s what you need to know about RMDs: what RMDs are, accounts subject to RMDs, important deadlines, and more. Understanding RMDs will help avoid penalties and optimize your distributions for tax purposes.

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How Tax Reform Affects Your Alimony (Apr 13, 2018)

Alimony, also known as spousal support or maintenance, is typically paid by the higher earning spouse following divorce. While some states still award lifetime alimony, it’s barred in others, so today, most alimony is rehabilitative and durational: paid for a set amount of time following divorce, or until the recipient remarries.

Recent tax reform changes have shaken up the divorce planning arena. The previous tax status for alimony (in place since 1942) is soon to reverse. If you’re wondering how new tax laws impact your existing or upcoming divorce settlement, SageVest Wealth Management has a number of answers for you.

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Tax Reform – What You Need To Do Now (Feb 5, 2018)

According to an estimate from the Tax Policy Center,  80% of US taxpayers will owe less in taxes as a result of tax reform. A smaller percentage will pay more.

Do you know if you’re one of the lucky or unlucky ones?

Sadly for many, tax with-holdings will not adjust appropriately given the complexity of tax reform changes. This means that people might not feel the impact of tax reform until they file their taxes in April 2019. Here’s what you need to do now to plan proactively and try to avoid a tax surprise next year.

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How To Find The Best Financial Advisor For You (Jan 25, 2018)

Whether it’s a New Year resolution, life event, or simply recognition that your finances require attention, hiring a financial advisor is a great idea, wealth-wise. But how do you find the best financial advisor for you?

SageVest offers a high caliber of investment management services to clients in the DC Metro area and beyond, and we welcome your enquiries. However, we recognize that our investment minimum may present a hurdle for some, and that consequently, we’re not always the best fit. Here’s how to find the best financial advisor for you.

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How The New Tax Laws Impact You (Dec 28, 2017)

The recently legislated tax reform made for an extraordinary end to 2017, when considering how the new tax laws impact you, your family and your finances. Despite an objective to simplify the tax code, it remains complex, particularly the determination of whether you’ll be facing higher or lower taxes in the future.

SageVest Wealth Management outlines the primary changes in individual taxes, focusing on the areas that render the greatest impact to our clients. The majority of tax changes discussed will expire on December 31, 2025, unless otherwise noted.  

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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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Act Now On These 3 Disappearing Tax Deductions (Nov 30, 2017)

Year-end tax planning can allow you to capture tax-saving opportunities before they vanish on January 1st. This year, the stakes are higher. Tax reform discussions are underway, presenting the very real possibility of sweeping tax changes in 2018. This includes the loss of many common deductions.

If you itemize your deductions, it’s important to know how your taxes could change, and if there are deductions you can quickly secure before they potentially disappear.

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