As we enter the holiday season of this unprecedented year, SageVest Wealth Management wishes you and your family peace and wellness. In keeping with our tradition of supporting the local community, SageVest has made a...
NEWS & INSIGHTS
2020 Tax Planning
SageVest Wealth Management takes a proactive approach in all facets of our advice, including tax planning. Many individuals are facing income and tax changes in 2020, whether due to Covid-19 impacts on your earnings,...
Jennifer Myers Recognized As A Five Star Wealth Manager 2020
Jennifer Myers is dedicated to helping clients fulfill their life and family goals while translating complex financial matters into understandable, manageable, and successful strategies. She maintains close working...
Northern Virginia Magazine Top Financial Professionals Award 2020
SageVest Wealth Management is thrilled to announce that Jennifer Myers has been awarded Northern Virginia Magazine’s Top Financial Professional designation for the 6th consecutive year. Each year, Northern Virginia...
Tips For Helping Others During The Coronavirus
Millions of people around the world are being affected by the coronavirus, medically, financially, and emotionally. For anyone in a strong and stable life situation, this is an opportune time to evaluate how you can...
Financial Opportunities During The Coronavirus Financial Downturn
While financial downturns are not pleasant, nor welcome, they can present some financial opportunities that are worthy of consideration. We review a few financial strategies that could be beneficial to you, your family...
Coronavirus Updates Relative To Your Investments
The outbreak of the coronavirus is gripping the world. It has infected more than 80,000, has killed more than 2,700 and is directly impacting the daily lives of millions of people. It simply is the top headline around...
Important Estate Planning for Children Post The SECURE Act
The SECURE Act of 2019 imposes significant changes for inherited IRAs received from an account owner who dies post December 31, 2019. The law previously allowed beneficiaries of inherited IRAs the ability to ‘stretch’...
How The SECURE Act Affects You
2020 brings a number of changes to IRA and retirement plans as a result of the SECURE Act, signed into law in late 2019. The changes are broad, impacting virtually everyone, whether you’re a student, younger, older,...
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