Hiring A Domestic Employee (Sep 30, 2016)

For many people, juggling family, work, and household priorities can be a daily challenge. If your finances allow, hiring some household help can streamline your schedule and free up precious time for you to spend enjoying what matters most, with the ones you love.

Whether you’re considering a part-time maid to help keep your home tidy, or someone for a more demanding role like a live-in caregiver or personal assistant, there are a number of factors to weigh carefully before you hire someone.

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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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Ten Top Travel Apps To Take You Places (Jun 16, 2016)

SageVest Wealth Management recognizes the potential that’s inherent in careful investment and financial management. Wealth provides opportunities, one of which is the chance to experience the world through travel.

As summer approaches and holiday plans pick up pace, SageVest offers an overview of some popular travel apps that can help you get where you want to go and help you enjoy your vacation once you get there.

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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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Personalized Health And Wellness (May 10, 2016)

To learn about revolutionary advancements in the health and medical research fields, SageVest Weallth Management recently hosted Todd Stottlemyer, CEO of Inova’s groundbreaking Center For Personalized Health (ICPH). Todd offered insights on topics including:

– Prediction and Prevention
– Personalized Medicine
– Individualized Wellness
– Research and Population Health

This exciting wave of health care changes is aimed at helping you to enjoy your health and your wealth well into the future

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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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A Salute To Our Heroes (Nov 11, 2015)

“Peace has its victories, but it takes brave men and women to win them.” Ralph Waldo Emerson

On Veterans Day and throughout the year, SageVest Wealth Management proudly salutes those who have dedicated their lives to serving our country. We recognize and honor the many challenges and sacrifices you and your family make to support our freedom. These inevitably include a financial component.

On this Veterans Day, we encourage you to reach out to current and former forces personnel you know to extend a thank you, and to share a few financial insights that might benefit them and their families for the service they have provided.

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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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Family Gifting Considerations (Oct 16, 2015)

A common objective within families is sharing wealth with family members and loved ones. Sometimes it’s a desire to do so, carefully planned and executed. Sometimes, it’s an unexpected need.

Whatever the circumstances, there are many ways to maximize your giving potential. Jennifer Myers of SageVest Wealth Management presented a recent session at McLean Community Center on how to balance family priorities and values, tax strategies, estate provisions, and other considerations, to help create financial security for you and subsequent generations, both now and 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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