Smart Ways To Save When Planning A Wedding (Feb 15, 2017)

important aspect of financial planning is not only balancing your expenses on a day-to-day basis, but also planning ahead for larger anticipated expenses. A wedding is a joyous celebration. Yet the big day can also come with a big price tag; the average American wedding in 2015 cost more than $30,000.

Whether you’re paying for your own wedding, or you’re a parent or grandparent footing the bill or sharing the costs, it’s important to set a realistic budget for the event and plan accordingly. Here are some subtle ways to save on costs, while still achieving a perfect day.

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7 Mortgage Tips For Retirement (Dec 13, 2016)

Entering retirement debt-free is psychologically and financially liberating. Yet for many individuals, enjoying lower expenses during retirement can turn out to be nothing more than a myth, in large part due to your mortgage.

Your mortgage payment is typically your largest monthly obligation. Today, people seldom stay in the same house long enough to pay off a 30-year mortgage. Even if they do, many people restart the payment clock by refinancing or by taking out a home equity loan. Here are seven tips to consider if you’re contemplating your mortgage as you enter retirement.

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Jennifer Myers – An Award-Winning Financial Professional (Oct 24, 2016)

The SageVest Wealth Management team provides comprehensive and customized investment management and financial planning services to individuals, families, business owners, and others throughout the Greater Washington, DC, area. While our services are broad in scope, our results are in-depth, coordinated, and tailored to your unique wealth management needs.

We are proud to announce that SageVest President, Jennifer Myers, was once again named as a Top Wealth Advisor for the Washington, DC Metro area.

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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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Money & Millennials: Setting Financial Goals (Jun 9, 2016)

As a young adult, it’s important to learn the best strategies and habits to manage your finances, both now and in the future. The earlier you understand and utilize these practices, the better. But where should you begin?

Like any journey, the road to financial success needs a destination. The first step is to define financial goals that support your personal ambitions and life objectives. These decisions will form the foundation of your broader financial plans

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Pension Options – Payout Or Payments (Apr 22, 2016)

Retirement is an exciting time, full of choices to make and plans for the future. If you’re entitled to a pension, you’re fortunate. You also have more financial decisions to navigate. It’s time to decide if you should take your pension as a monthly payment, as a lump sum rollover, to elect survivor benefits, and more. These are irrevocable decisions, so it’s important to make the right one for you and your loved ones. While everyone’s retirement circumstances and objectives are unique, there are some common considerations that can help you to evaluate what’s the best option for you.

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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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Time Runs Out For Popular Social Security Strategies (Nov 6, 2015)

Dramatic changes were recently announced to Social Security benefit provisions.

The Bipartisan Budget Act of 2015, signed into law on November 2nd, effectively eliminated the Restricted Application and the File-and-Suspend strategies. Those already utilizing these options will be grandfathered in; some will have a short six-month window in which to act; and, others need to be aware of how future benefits will be more limited. The media has focused on how the termination of these unintended, but popular, strategies will impact married couples. The truth is that the changes will impact single individuals as well. If your retirement plan included anticipated Social Security benefits, please take the time to read more.

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Jennifer Myers – Recipient of Two Wealth Professional Awards, 2015 (Oct 26, 2015)

SageVest Wealth Management understands the importance of working with a trusted advisor; someone with a wealth of experience and knowledge who can help guide your important financial decisions in support of your broader life objectives.

We are pleased to announce that Jennifer Myers was recently recognized by two publications for her contribution to investment and financial planning services in the Washington, DC Metro area.

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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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