Why You Need A Financial Advisor (Jul 17, 2018)

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

8 Tips For Financial Independence And Success (Jul 6, 2018)

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

Warning: Annuity Sales Could Be On The Rise (Jun 5, 2018)

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

National Family Wellness Month (May 7, 2018)

May marks #National Family Wellness Month, a time to focus on health and well-being together by getting active after the long winter, eating right, and thinking positive.

As a top-ranked investment and wealth manager in the DC area, SageVest Wealth Management thinks that your family’s sense of wellbeing should also extend to your finances. A strong financial foundation fosters confidence, security, and peace of mind, supporting a healthy and happy lifestyle for you and those you care about. Here are some tips to ensure financial wellness for the whole family.

Read More

Top 10 Retirement Myths (Feb 27, 2018)

You’ve probably heard some retirement myths, or read them online. While quick-fix retirement myths can be tempting, it’s important to evaluate their accuracy relative to your personal finances. Furthermore, many retirement myths are decades old, when lifestyles and retirement were far different than today.

Whether you’re a Millennial just starting out, an individual at the height of your career, or you’ve already retired, it’s vital to make the most of your retirement savings. This begins with establishing a personalized retirement plan – and reconsidering the validity of the following retirement myths.

Read More

5 Questions To Ask Yourself About Saving For Retirement (Feb 1, 2018)

Do you have trouble envisioning your retirement? Are you realistic about both your current budget and future retirement expenses? Do you even know where to start when it comes to saving for retirement? These are all classic traits that can impede your retirement success.

The good news is that you can change your approach to retirement. Jennifer Myers of SageVest Wealth Management was recently quoted in US News and World Report and we offer five quick questions about saving for retirement, and the benefits of working with a financial advisor to achieve your retirement objectives.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More