Everyone’s vison of an ideal retirement differs in the details, but common goals include a comfortable standard of living, good health, and meaningful experiences with family and friends, travel, and more. SageVest Wealth Management is proud to launch our Retirement Resources Center, a one-stop shop in support of your retirement objectives – whatever they may be! Whether you’re just starting to save, nearing retirement, or already a retiree, our Retirement Resources Center provides a wealth of information.Read More
If you shake your head and laugh at the thought of living to 100 or older, it’s time to reconsider how long you’ll live in retirement. According to the Social Security Administration, almost a quarter of all 65-year old Americans will go on to live beyond 90, and 10% will live beyond 95 .
People are living longer – and that costs money. If you don’t plan ahead financially, living longer may also mean living leaner. Here’s what to think about when considering how long you’ll live in retirement.Read More
Reviewing your finances regularly helps to ensure that all your money decisions remain aligned, both with each other and with your broader life and wealth goals. If you have finance-related questions, SageVest Wealth Management is a valuable resource. Our menu of services is extensive and we can help with a wide range of wealth considerations for you and your loved ones.Read More
SageVest Wealth Management is consistently ranked as a top wealth manager in the Washington, DC area. Our clients recognize the benefits of working with a financial advisor firm that blends customized investment management and comprehensive financial planning into a cohesive approach towards personal financial success. We’re pleased to announce that our commitment to our clients has again been recognized with a DC Top Wealth Manager award for 2018.Read More
Retirement is one of the most significant events in your life. It also makes it one of the most critical financial planning decisions. A solid retirement plan provides financial and psychological assurance. Careful financial planning as you prepare to retire can support earlier planning and saving efforts, tie up any loose ends, and help to ensure a successful retirement. Here’s what you should focus on as you’re nearing the countdown.Read More
With markets at record highs, now’s a great time to re-evaluate your investment portfolio and consider what opportunities may be appropriate, relative to your current and future lifestyle, and longer term investment goals. How your investments should be positioned doesn’t just depend on current market conditions, though. There’s a range of elements to consider, including your timeline, comfort level, growth objectives, current income needs, and much more. Depending upon your investment horizon, here are some key considerations on how to invest based on your age.Read More
SageVest Wealth Management is an independent, fee only financial advisor. We work with individuals, families, business owners and others, helping each of our clients to make smart financial decisions in support of their unique wealth objectives. As a fiduciary advisor, our clients know that their best interests always remain central to our recommendations.
We’re thrilled that this commitment to excellence in wealth management has again been recognized with a Northern Virginia Top Financial Professional award for 2018.Read More
If you’re ‘sandwiched’ between raising children and looking after aging parents, then you’re officially a member of the Sandwich Generation. Roughly half of people in their 40s to 60s face the challenge of supporting themselves, their children, and older relatives.
As families delay having children, and more grandparents live longer, the Sandwich Generation is predicted to continue expanding. SageVest Wealth Management offers some useful strategies to help you balance personal and financial considerations during this challenging phase of life.Read More
You wouldn’t consider running a marathon without first undergoing a medical and some fitness training. If you’re serious, you might even hire a professional trainer to create a personalized workout that maximizes your chances of crossing the finish line.
Think of a financial advisor as a trainer – but for your money. They evaluate your current financial fitness, learn about your wealth goals, and develop a customized plan to secure your current and future financial wellbeing. While everyone’s reason for hiring an advisor differs, there are commonalities, like saving for retirement, the loss of a spouse, or starting a business. Here are ten reasons why you need a financial advisor.Read More
There’s a lot to at stake when you’re interviewing a financial advisor to guide your wealth decisions and help you achieve financial security. You want someone who possesses the knowledge, experience and qualifications you need, at a price that’s reasonable, and with a dialogue that’s meaningful to you. SageVest Wealth Management offers 20 important questions to ask a financial advisor across four key categories, to help you make the best choice.Read More