How To Find The Best Financial Advisor For You (Jan 25, 2018)

Whether it’s a New Year resolution, life event, or simply recognition that your finances require attention, hiring a financial advisor is a great idea, wealth-wise. But how do you find the best financial advisor for you?

SageVest offers a high caliber of investment management services to clients in the DC Metro area and beyond, and we welcome your enquiries. However, we recognize that our investment minimum may present a hurdle for some, and that consequently, we’re not always the best fit. Here’s how to find the best financial advisor for you.

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What To Do Before Leaving Your Job (Jan 8, 2018)

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.

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Washingtonian Top Fee-Only Financial Planner In The DC Area (Dec 21, 2017)

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.

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How To Know If You Can Afford A Retirement Community (Nov 22, 2017)

There’s a lot to consider if you’re thinking about moving into a retirement community. While they offer an abundance of resources that you can’t replicate at home, retirement communities typically don’t come cheap. One of your top priorities should be deciding whether you can afford a retirement community lifestyle.

It’s important to review both your current and future finances carefully, to properly evaluate the costs of retirement community living, relative to the benefits you might gain.

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Adoption: What To Expect Practically, Financially, And More (Nov 2, 2017)

November is National Adoption Awareness Month. If you’re pursuing adoption, perhaps your journey is due to fertility issues, being single or part of a same-sex couple, or simply a fundamental desire to provide a loving home to a child in need. Whatever the reason, adoption is a joyful, life-changing experience for both parent and child.

It also requires careful consideration: practically, financially, and emotionally. I can attest to this as a proud adoptive single mother of two, and President of SageVest Wealth Management.

When I first explored adoption, there seemed little clear guidance about this important life event. While everyone’s adoptive experience is unique, I’m happy to share my own insights with other prospective parents.

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Top Wealth Manager Award For SageVest’s Jennifer Myers (Oct 23, 2017)

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.

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What It Takes To Become A Successful Business Owner Or Consultant (Oct 12, 2017)

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.

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What You Need To Know About Long-Term Care Insurance (Oct 10, 2017)

Long-term care refers to specialized, ongoing services and support that help you live as independently as possible on a daily basis. With healthier lifestyles and longer lifespans, you’re likely to need some level of long-term care during your retirement years. However, long-term care may also be necessary at other times of life, following injury or illness.

A long-term care insurance policy can help cover the costs associated with long-term care. Increasing premiums and changing requirements – including upcoming changes that are of particular importance to women – mean that now might be the best time to incorporate a long-tem care policy into your wealth planning.

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How To Choose A Retirement Community (Sep 27, 2017)

There are many housing choices available to today’s independent retiree. These include universal design adaptations and in-home services to help you stay in your own home, downsizing to a smaller place, or entering a retirement community.

Retirement communities vary widely in terms of cost and what they offer. Some are designed communities, offering independent living for those aged 50+. Others are organized campuses that accommodate every stage of your retirement care. How do you decide if you can afford a retirement community, and which one’s right for you?

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Your Life Insurance Options (Sep 13, 2017)

Life insurance can play an important part in your long-term financial planning. It’s one of the simplest ways to protect your assets and transfer your wealth. More importantly, it supports the future financial well-being of those you care about, providing you with peace of mind.

However, calculating how much life insurance you need and knowing what type of life insurance policy is right for you can prove confusing. SageVest Wealth Management offers insights about how to determine the best life insurance elections in support of both your lifetime goals and the future security of your loved ones.

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