There are many reasons why you might be considering looking for a new job. Maybe you’re seeking more responsibility – or less. Perhaps your job is no longer rewarding – monetarily or otherwise. You might be relocating, changing careers entirely, or have had the unfortunate experience of losing a job. Whatever the reason, there are many financial factors to consider before you make a career move. Planning ahead can help ease the transition into your new job, and help secure your finances for your immediate and longer term future.Read More
Everyone aspires to succeed. While some people get lucky, for most of us, success is due to thinking ahead, smart decisions, and hard work. Growth in your career or business is also fundamental to a stronger financial future, for yourself and your family.
SageVest Wealth Management’s New Year resolutions for business and career success will help you strive towards new heights in your business, career, and personal life.Read More
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.Read More
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.Read More
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.Read More
The allure of becoming your own boss, calling the shots, and growing your potential earnings as a business owner or consultant is a common dream. Starting and running your own business is a bold step that can equate to greatness in your financial and professional future – but it’s not without risks. There’s a lot to consider before taking the plunge. While every industry is different, there are several key elements to achieving success as a business owner or consultant.Read More
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.Read More
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.Read More
The word ‘retirement’ often has the connotation of an immediate and complete transition out of the workforce and into an uninterrupted life of leisure. However, for many individuals, full-time retirement might seem too abrupt, particularly if your work represents a significant part of your identity and is fundamental to your financial well-being. If this rings true for you, you might consider transitioning into retirement. Working part-time as you approach retirement can help to reduce stress and free up personal resources, while offering professional and financial perks.
As with all major life, work and financial decisions, there are a number of important factors to evaluate. SageVest Wealth Management’s ‘top of the list’ questions to ask include the following recommendations.Read More
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.Read More