Long Term Care Insurance (Nov 26, 2019)

Jennifer Myers of SageVest Wealth Management recently offered insights about long term care insurance, which is an increasingly challenging financial consideration for Americans. Jennifer and the author of the article “Long Term Care Insurance: Is It The Right Move…?” discuss some of the key points individuals and families should consider when buying long term care insurance, such as weighing resources for retirement versus what’s needed to protect your family should a care need arise. SageVest Wealth Management proudly serves as a fee-only financial advisor, allowing us to give unbiased advice on insurance products and other financial considerations, always acting in our clients’ best interests.

Student Debt And Saving For Retirement (Aug 6, 2019)

In just the first quarter of 2019, student debt in the US rose by $29 billion dollars. Student debt negatively impacts both the current and future wealth of students and their families, especially when it comes to saving for retirement. Jennifer Myers outlined some options for capturing vital retirement savings while still paying off student loans. Her comments are featured in MarketWatch’s recent article, ‘The “Elephant In The Room” That’s Keeping Millions From Saving Enough For Retirement’.

How To Raise An Independent Teen (Aug 5, 2019)

As your teen or young adult heads to college this Fall, you should both feel confident that you’ve raised an independent teen. For younger kids, now’s the time to start focusing on the personal qualities, life skills, and financial knowledge they’ll need to succeed, at college and beyond. Jennifer Myers recently discussed some important elements of financial literacy in NY Metro Parent’s article, ‘How To Help Your Teens Grow Up To Be Independent Adults’. For more information on how to teach your kids, tweens, and teens about money, please visit SageVest Kids.

Roth IRAs And Your Retirement Plan (May 3, 2019)

Taxes are a meaningful consideration as you plan for your retirement. When it comes to account types, Roth IRAs are the golden eggs in your retirement financial nest due to their favorable tax status. However, getting money into a Roth IRA isn’t always tax friendly. Jennifer Myers of SageVest Wealth Management comments on one of ‘5 Ways A Roth IRA Can Ruin Your Retirement‘, as recently published by Forbes.

Business Success Stories (Apr 22, 2019)

For more than a decade now, SageVest Wealth Management has offered customized, comprehensive investment management and financial planning in the NoVA, MD, and DC areas and beyond. The caliber of our services and our true wealth management approach have helped make SageVest a top-ranked advisory firm in the Northern VA area. Jennifer Myers recently talked with Kiplinger Magazine about our journey to business success, and offered guidance for other entrepreneurs on ‘How To Make A Million (Or More!)’.

Financial Planning For Feds (Mar 18, 2019)

As a financial planning and investment management firm in the DC Metro area, SageVest Wealth Management provides wealth management services to a diverse clientele. This includes individuals, families, business owners, retirees, and Federal employees.

On the heels of the longest government shutdown in US history, Jennifer Myers joined a panel of experts, discussing ways in which Federal workers can plan financially for the future. Hear her comments on Federal News Network’s FedTalk radio show on March 6th, entitled Financial Planning For Feds.

How To Weather Market Volatility (Mar 8, 2019)

Investors celebrated last summer as the US achieved its longest bull market in history. However, the jubilation was short-lived, when volatility suddenly returned in Quarter 4 of 2018. Jennifer Myers of SageVest Wealth Management participated on NPR’s Marketplace, discussing how investors can weather such sudden sea-changes through careful positioning. As market volatility continues, read her comments in ‘Who Wins And Who Misses Out When There’s Market Volatility’.

New Rules For Roth IRA Conversions (Nov 13, 2018)

The decision whether or not to do a Roth conversion just got more complex, in light of recent tax reforms. In addition to how new tax rates may impact your broader retirement and wealth decisions, now your Roth conversion is no longer reversible under the new tax laws. This makes careful planning even more important as year-end approaches.

Jennifer Myers discusses the potential for unexpected tax consequences for 2018 Roth conversions with US News and World Report, in their recent article entitled, “Investors Face New Rules To Convert An IRA”.

Diversify Your Portfolio But Not Your Investment Advice (Oct 25, 2018)

The saying “Don’t put all your eggs in one basket” is prudent advice when it comes to your assets. A diversified portfolio reduces the risk of loss and maximizes protections under programs like FDIC (Federal Deposit Insurance Corporation) insurance for bank accounts.

However, when it comes to diversifying advisors, there are distinct disadvantages, including conflicting advice, additional fees, and skewed asset allocations. Jennifer Myers explains why it’s better to work with a single trusted advisor in US News And World Report’s recent article, “Should Investors Diversify Providers?