Top Financial Professional Award For Jennifer Myers (Sep 9, 2016)

When it comes to wealth management, SageVest combines breadth of experience and depth of knowledge with principles like integrity, trust, and attention to detail.

It’s gratifying when these qualities are recognized by others.

We are pleased to announce that Jennifer Myers of SageVest Wealth Management is the recent recipient of the following award for the Northern Virginia region.

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FAFSA Changes (Aug 24, 2016)

SageVest Wealth Management is committed to providing you with timely and appropriate information and updates that encourage smarter financial planning decisions and help translate your wealth potential into real life solutions of benefit to you and your loved ones.

To that end, we wanted to let you know about upcoming changes to the Free Application for Federal Student Aid (FAFSA) application process that may be of interest to you or those you know.

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New Campus Banking Rules Benefit Students (Aug 10, 2016)

If you’re college-bound this Fall, you’ll benefit from a recent Department of Education ruling that governs certain campus debit and prepaid cards.

These cards are often marketed by colleges as an easy way for you to receive and use remaining Federal aid funds, once your tuition and other fees have been disbursed.

The new ruling, which took effect July 1, is designed to provide broader options regarding how you receive your student aid, aims to limit excessive fees, and much more.

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College Funding Decisions (Jul 29, 2016)

Helping your teen embark on their college experience entails a host of decisions more important than which mini fridge to purchase or what color shower caddy to choose.  For parents, one of the primary decisions is how to fund the tuition bills.

Hopefully you’ve been diligent in preparing for the costs of college. There are several types of accounts you might have contributed to over the years in order to accumulate college savings. If you have balances in both custodial accounts (UGMA and UTMA) and Section 529 Plans, which should you draw upon first to begin funding your child’s higher education?

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Jennifer Myers – A Washingtonian Magazine Top Money Advisor (Apr 6, 2016)

When it comes to investment management and financial planning, SageVest Wealth Management shares our clients’ values of integrity, diligence, and trust. As an independent, fee-only, fiduciary advisor, we accept no commissions or incentives: our clients are secure in the knowledge that their best interests are firmly at the center of any recommendations that we make.

It’s always an honor to be recognized for our commitment to exceptional wealth and investment management and to the highest caliber of customized, comprehensive financial planning services

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Family Gifting Considerations (Oct 16, 2015)

A common objective within families is sharing wealth with family members and loved ones. Sometimes it’s a desire to do so, carefully planned and executed. Sometimes, it’s an unexpected need.

Whatever the circumstances, there are many ways to maximize your giving potential. Jennifer Myers of SageVest Wealth Management presented a recent session at McLean Community Center on how to balance family priorities and values, tax strategies, estate provisions, and other considerations, to help create financial security for you and subsequent generations, both now and in the future.

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Top Ten Financial Tips For Teens Heading To College (Aug 21, 2015)

Across the nation, parents are bidding a tearful goodbye as their excited teenagers head to college for the first time … or bidding on that home fitness center on eBay, as they turn their son or daughter’s room into an in-home gym before the car’s even left the driveway.

We can’t help with the emotional aspects, or with putting the workout equipment together. But when it comes to nurturing financial skills and wisdom, SageVest Wealth Management and SageVest Kids are valuable resources for you and your family. Following are a number of points we recommend discussing with your teenager, or in collaboration with one of our advisors, with a goal of launching your young adult on the road to life success as well as the road to college.

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Summer Jobs For Students – Tax Tips (Jun 24, 2014)

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 our nation. Here are eight things that students who take a summer job should know about taxes.

This information regarding tax tips for students who take a summer job was recently released by the IRS. Please feel free to pass it on to anyone who may benefit from this useful advice. Please visit www.IRS.gov for more about tax rules for students, or click on the links below.

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Teaching Your College-Age Child About Money (Aug 13, 2013)

When your child first started school, you doled out the change for milk and a snack on a daily basis.But now that your kindergartner has grown up, it’s time for you to make sure that your child has enough financial knowledge to manage money independently.

Perhaps your child already understands the basics of budgeting from having to handle an allowance or wages from a part-time job during high school. But as your child prepares to leave for college, he or she may need to draft a “real world” budget, especially if he or she lives off-campus and is responsible for paying for rent and utilities.

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College Financial Aid 101 (Feb 25, 2013)

Many parents pay for college with a combination of savings and financial aid. Financial aid is money distributed primarily by the Federal government and colleges in the form of student loans, grants, scholarships, and work-study jobs. Loans and work-study must be repaid (through monetary or work obligations), while grants and scholarships do not. A student can receive both Federal and college aid. By learning the basics, you’ll be able to understand how the college financial aid process works, properly fill out aid applications, and compare the aid awards your child receives.

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