A Step-By-Step Guide To Financial Literacy For Kids (Apr 9, 2018)

If you want your kids to develop a healthy relationship with money, including sensible saving and spending habits, there’s a lot for them to learn. It all starts at home, with you, and with April marking Financial Literacy Month, what better time than now?

SageVest Wealth Management’s sister site, SageVest Kids, offers a step-by-step guide to financial literacy for kids of all ages, including guidance on saving, spending, budgeting, earning, borrowing, giving, and more. It’s time to begin focusing on financial literacy for your toddlers, kids, and teens and we have a wealth of resources to help you.

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Teaching Your Kids About Money Before College (Mar 23, 2018)

Preparing to send your teen off to college can be an exciting, busy and stressful time. There’s a lot to plan for, with little time remaining.

Hopefully you’ve had many years of teaching your kids about money before college. If you haven’t, it’s crunch time to instill some teen financial basics. Even if your teen is financially ready and capable, now’s a great time to review budgeting, spending, and saving. SageVest Kids’ six-month plan will help guide these final months of teaching your kids about money before college.

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Fun Books About Money And Financial Literacy (Mar 2, 2018)

Teaching your kids about money is an important aspect of being a parent. You’ll need to consider basics like your child’s age, unique personality, and learning style (altogether, there are eight recognized learning styles) when developing a suitable approach. However, by far the most important aspect of instilling financial literacy is to make learning about finances fun – for both of you!

There are plenty of board games, apps, and other tools available to encourage sound money habits, but as March 2 is Read Across America Day, we thought we’d share some fun books about money and financial literacy from SagVest Wealth Management’s sister site, SageVest Kids.

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Healthy Financial Parenting And Managing Parental Differences (Feb 23, 2018)

One of the most fundamental aspects of teaching your kids about financial literacy is being a strong money role model. Healthy financial parenting starts with understanding your own approach to money, and, if you’re part of a couple, your partner’s outlook on money too. If you have differing financial perspectives, it can be difficult to manage parental differences. This can be especially true if the family’s divided by separation or divorce. SageVest Wealth Management’s sister site, SageVest Kids, offers some helpful insights into how to manage parental differences about money and establish healthy financial parenting behaviors.

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How To Find Scholarships (Dec 27, 2017)

For many families, funding a college education for a child or grandchild is a key financial objective, one that SageVest Wealth Management embeds in your personalized financial planning. For example, funding a college savings plan can help offset educational costs for your student, allowing contributions to grow tax-deferred, and potentially providing you with tax relief at the state level.

Other options for funding college costs include loans, grants, and scholarships. Here’s when, where, and how your teen can find scholarships at the undergraduate or graduate level.

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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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The Post-9/11 GI Bill (Nov 8, 2017)

The original GI Bill of 1944 helped WWII Veterans return to civilian life, providing a range of benefits, including academic and vocational funding. It was so successful that similar measures were adopted for subsequent Veterans. The most recent of these is the Post-9/11 GI Bill, which includes up to 36 months of educational benefits to eligible service personnel and, uniquely, to your dependents – if you plan ahead.

As part of SageVest Wealth Management’s commitment to America’s military families, we consider current provisions of the Post-9/11 GI Bill, plus recent legislative updates, as they relate to your broader wealth planning.

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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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4 Ways To Say ‘NO’ To Your Kids – Without Actually Saying ‘No’! (Oct 18, 2017)

There are times as a parent when saying ‘Yes’ to your child is an easy choice. There are also times when it’s not as straightforward, and you need to say ‘No’ instead. As with other aspects of parenting, a balanced approach is best in terms of your child’s personal, emotional, and financial growth. For the times where you can’t say ‘Yes’, consider these 4 ways to say ‘No’ to your kids, without actually saying ‘No’.

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A Quick Review Financial Planning Checklist (Oct 2, 2017)

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 opportunities for you and your family.

Personal finance can be complex, especially as your wealth grows. Each of your decisions must support the next, and align with your life goals. The following financial planning checklist will help you identify which financial topics you’ve got covered, and areas where we can help you to achieve your wealth and life objectives.

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