Money & Millennials: The Most Important Financial Fundamental (Sep 8, 2017)

As a young adult, you’re just beginning your professional and life journey. You may be fresh out of college, perhaps carrying some student loan debt. Maybe you’ve already got a foot on the career ladder. Perhaps you’re renting an apartment on your own, sharing space with friends, still living at home, or already own your own home. The concept of financial planning may seem a long way off right now; something that your parents do, not you.

Financial planning, however, doesn’t need to be either daunting or stuffy. Understanding and implementing sound cash flow management is the cornerstone of financial planning – and you may already be doing it, in some form or another.

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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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How To Teach Your Kids To Save Money (Aug 23, 2017)

There are many aspects to financial learning and literacy, but a pinnacle objective is learning how to save money. Being able to save for your future is critical in supporting your ultimate financial well-being, security, and long-term happiness. It’s also personally rewarding, can build self-confidence, and enhance self-esteem.

It’s important to discuss the value of saving with your kids, but lectures aren’t the best method of teaching them successful saving habits. It’s far more effective to help your kids learn through hands-on experience. SageVest Kids offers eight tips to help your kids become savings-savvy.

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Teaching Your Kids About Money In A Digital Age (Jun 16, 2017)

Learning about money as a resource for life achievement is a critical aspect of your child’s development. You can encourage financially savvy kids through age-appropriate activities and responsibilities that focus on key financial principles like savings for kids, budgeting, and giving. Piggy banks, chores, and allowances are some of the traditional tools that can help support your child’s financial education.

What happens to financial literacy, though, in today’s digital age, when your kids are more likely to see you pay by swiping a credit card or phone, rather than with cash?

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Summer Fun – Free Activities For Kids, Families And Adults (Jun 2, 2017)

As the long, hazy days of summer stretch ahead, it can prove challenging to find fun summer activities for your kids and yourself that keep everyone happy and occupied without breaking the bank.

SageVest Wealth Management’s extensive list of free activities offers interesting ideas everyone can enjoy, whatever your age. Enjoying free activities with your kids, partner, friends, or other family members is a great way to spend quality time together. Free activities not only save you money, but also demonstrate that fun doesn’t always have to come with a dollar sign attached.

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New And Improved Washington DC College Savings Plan Options (May 24, 2017)

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, and associated tax benefits.

Washington DC’s College 529 Plan recently introduced changes to add stronger investment choices and reduce fees.

This is a great saving recipe if you’re a DC resident saving for college and seeking to gain DC income tax deductions too.

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SageVest Wealth Management – 10 Years As A Fee Only Financial Advisor (May 15, 2017)

Jennifer Myers, CFP ® established SageVest Wealth Management in May 2007, to provide high quality, customized, and comprehensive investment management and financial planning services to individuals, families, and business owners in the Washington, DC area and beyond.

A decade later, and with twenty years of experience, Jennifer’s the recipient of multiple top advisor awards, including Washingtonian Top Financial Advisor, and SageVest Wealth Management is celebrating our tenth anniversary! This seems an ideal time to thank our clients, and to offer a quick reminder of our services, our fields of expertise, and the core principles that guide us in pursuit of your financial and life goals.

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Graduation Gifts For Financial Success (May 3, 2017)

Congratulations if your child, grandchild, or other family member is about to graduate from college! Attaining a degree is an accomplishment worthy of celebration. It’s also a time for your grad to transition into independence, learning financial and life responsibilities to achieve future success.

If you’re searching for a meaningful graduation gift to encourage lifelong wealth, SageVest Wealth Management advisors offer ten of our favorite financial gifts for college graduates.

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Tips To Help You Raise Financially Wise Children (Mar 27, 2017)

Money management skills lay the foundation for lifelong success, and the path to financial wisdom begins in childhood. In recognition of Financial Literacy month in April, SageVest Wealth Management is proud to announce the launch of SageVest Kids, a website dedicated to helping you raise happy, financially wise children through developmentally appropriate activities and responsibilities.

Our new site has already been recognized by CNBC, Investment News, and Yahoo Finance as a rich resource for financial literacy, and we encourage you, your family, friends and others to visit SageVest Kids for more information. Below are some of our top tips in brief to help you guide your kids towards financially rewarding lives.

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Ten Relationship Tips For Working Women (Jan 18, 2017)

More than half of today’s college enrollees are women, making it likely that the number of working women will continue to dramatically rise in the coming years. Despite these facts, social roles often remain rooted in the past. This can create challenges in your personal relationships, especially as you accumulate independent wealth and become more engaged in financial decision-making for yourself and loved ones.

Whether you’re a working woman yourself, a supportive relative, or a friend of a professional woman, here are some tips on how to achieve relationship, family, and financial harmony in today’s new reality.

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