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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5 Key Considerations On The Bull Market’s Ninth Anniversary (Mar 9, 2018)

It’s time to wish a joyous ‘Happy Birthday’ to the second longest bull market in history! March 9, 2018, marks nine years of prosperity for the stock markets, following the depths of the Great Recession in 2008. If you’ve been invested in stocks over the past nine years, you have prospered, gaining greater wealth potential.

As we enter the 10th year of a bull market, now’s a critical time to ask yourself some key investment questions. SageVest Wealth Management offers 5 key considerations on the bull market’s ninth anniversary, to ensure your portfolio continues to flourish, while also protecting yourself against the inevitable market correction.

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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 Invest At Market Highs Now The Dow’s Above 26,000 (Jan 26, 2018)

The Dow Jones Industrial Average recently crossed a record-breaking 26,000, with other indices also hitting record highs. If you’ve been invested in stocks, you’re likely celebrating and considering if it’s time to take some profits through diligent rebalancing. Conversely, if you’re sitting on cash balances, you may be facing the difficult decision of whether now’s a good time to dive into the markets or whether you should stay on the cash sidelines. While the answer’s different for everyone, SageVest Wealth Management offers some advice on how to invest at market highs now the Dow’s above 26,000.

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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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What The Tax Reforms Mean For You (Nov 7, 2017)

If you haven’t already done so, it’s time to begin thinking about year-end tax planning, which is always important, but is all the more significant this year, in light of the potential tax changes ahead.

Proposed tax reforms, released last week, are generally planned for implementation in 2018. This makes year-end tax planning a bit more predictable.  However, it’s wise to evaluate your 2017 tax planning with 2018 proposed changes in mind, as advance planning could allow you to capture opportunities that might disappear or change.

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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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