The Importance Of Life Insurance For Women (Jun 1, 2016)

There are many reasons why life insurance should play an important part in every person’s financial planning. Yet women often overlook this key asset protection strategy, and are far more likely than men to be under-insured or have no coverage at all.

Whether you’re a single woman, half of a couple, or a member of a more extended family network; whether you work at home, in the workforce, or as the leader of your own business; life insurance is essential to protect the transfer of your wealth, and more importantly, to protect your loved ones in the future.

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Death Of A Family Member Checklist (Sep 10, 2015)

Losing a loved one is a difficult experience. Yet, during this time, you must complete a variety of tasks and make important financial decisions. You may need to make final arrangements, notify various businesses and government agencies, settle the individual’s estate, and provide for your own financial security.

SageVest Wealth Management offers the following checklist as a guide.

Note: Some of the following tasks may have to be completed by the estate’s executor.

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Protecting Your IRA Assets: A Recent Supreme Court Ruling (Aug 20, 2014)

Since enactment of the Bankruptcy Abuse Prevention and Consumer Protection Act in 2005, individual retirement accounts (IRAs) have been protected under federal law if you declare bankruptcy.

Over the years, federal court decisions have been divided over whether or not inherited IRAs are protected under the Act.

To resolve this conflict, the United States Supreme Court agreed to hear the case of Clark v. Rameker.

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The SageVest LifeList (Mar 14, 2014)

Whether you’re buying a home, starting your own business, or retiring, life’s major events can be a challenge.

So can finding the documents you need.

The SageVest LifeList is designed to help you organize the important paperwork and information associated with key aspects of your life. It serves as a reference list of where each document or piece of information can be found.

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