NEWS & INSIGHTS
October is Financial Planning month, making now a great time to think about your financial preparedness and well-being. Money isn’t everything in life, but it certainly helps to achieve security and to open...
Washington DC residents have long been underserved and underrepresented. While we don’t have any updates on representation, SageVest Wealth Management does have good news about college saving options for DC residents,...
If you’re like most Americans, a 401(k) or similar retirement plan represents the bulk of your long-term savings. Every year, the IRS places limits on the annual contributions you can complete to these and other...
The 2017 tax filing season began on January 23, 2017. That’s the day that the IRS began accepting electronic tax returns. Electronic filing is now the most popular method for preparing and submitting tax returns,...
Each Veterans Day, SageVest Wealth Management is proud to join the rest of our nation in offering thanks to the brave men and women who defend our everyday freedoms. We thank you for your service. Gratitude for your...
If you’re like most people, you’d love to reduce the clutter in your life. This includes paperwork, particularly the volumes of home expense receipts. SageVest Wealth Management advisors are often asked what you need...
Many students take a job in the summer after school lets out. If it’s your first job it gives you a chance to learn about the working world. That includes taxes we pay to support the place where we live, our state and...
The U.S. Department of the Treasury and the Internal Revenue Service (IRS) have announced that same-sex couples who are legally married in jurisdictions that recognize same-sex marriage will be treated as married for...
On June 26, 2013, the U.S. Supreme Court announced its rulings on two landmark cases related to same-sex marriage. The 5-4 decisions bolster the federal benefits available to same-sex married couples and clear the way...
By a 5-4 vote, the Supreme Court upheld the 2010 Affordable Care Act (ACA). The law’s most controversial provision will stand – a mandate requiring every American citizen to buy individual health insurance coverage....
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