It seems like one minute you’re proudly holding your new grandchild in your arms, and the next they’re heading off to college. As the College Board’s annual report, ‘Trends In College Pricing’ highlights, that college experience comes with a high price tag nowadays. If supporting your grandchild’s academic success is important to you, here are 6 ways you can help with your grandkid’s college costs.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
As a woman, you might find yourself so committed to those you care about, your career, business, or other life obligations, that it could be tough to carve out time to address what’s best for you. Yet when it comes to retirement planning, it’s vital that you make yourself the priority. SageVest Wealth Management discusses the most common reasons women delay financial preparations for their retirement, and offers advice on how to overcome these concerns.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
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
The true meaning of financial independence is different for everyone. For some people, financial independence is the ability to buy a house, or to support oneself in retirement. For others, it’s the ability to transfer wealth to children or grandchildren. In its broadest sense, financial independence means accruing sufficient assets to support the lifestyle you envision for you and your loved ones, both now and in the future.
Whatever financial independence means to you, it’s worth taking the time to evaluate your success on a regular basis, and to formulate next steps towards financial freedom. SageVest Wealth Management offers 8 tips to help you achieve financial independence and success.Read More
The outlook for annuities was dim in 2017. Now that the Department of Labor (DOL)’s fiduciary rule has, at a minimum, been postponed, annuity sales could be on the rise, as commission-based agents have the ability to sell in greater volume. Annuities offer slick marketing materials, but sadly, the contents are often misleading. This is largely because they’re considered insurance products, exempting them from many SEC regulations. We offer tips on reviewing annuities, and red flags to beware of.Read More