How The SECURE Act Affects You (Jan 6, 2020)

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, preparing for retirement, in retirement, an employee or an employer. Here are the top aspects you need to know about how the SECURE Act affects you.

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Fee-Only vs. Fee-Based Advisors: Knowing What You’re Paying (Dec 10, 2019)

When searching for a financial advisor you may come across the terms fee-only and fee-based. While the names are similar, the two approaches are fundamentally different, and can greatly affect the quality of the financial advice you receive. Here we discuss the key differences, and the questions you should ask when interviewing a prospective advisor.

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2019 Year-End Tax Planning Tips (Nov 18, 2019)

SageVest Wealth Management works proactively throughout the year to advise clients how taxes may impact your wealth strategies and broader financial considerations. As the year draws to a close, we focus our attention on year-end tax planning, with a reminder that some tax strategies have recently changed as a result of tax reforms.

Please contact us before December 10 to discuss any of the opportunities below. This allows adequate time for planning and implementation of appropriate tax-planning strategies.

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Money & Millennials: Future Financial Changes You Should Plan For (May 9, 2019)

The Class of 2019 is the final graduating class of the best-educated generation in American history: Millennials. Whether you’re a recent graduate or now established in a career, we recommend that you maintain your focus on education – financial education, that is. Now’s the time to sit down and consider how to prepare financially for the opportunities, challenges, and changes that your lifetime may encompass. Following are a number of future financial changes you should plan for.

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The Most Common Financial Scams And How To Avoid Them (Feb 21, 2019)

It’s an unfortunate fact that there are criminals out there whose only job is to part you from your hard-earned wealth. They work around the clock, operating a variety of common financial scams designed to steal your personal information and/or your money. To protect your assets from exploitation, you need to remain vigilant. SageVest Wealth Management describes some of the most common financial scams and how to avoid them.

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2019 Financial New Year’s Resolutions (Dec 27, 2018)

The New Year offers the chance for a fresh outlook on life and a new beginning. Setting financial New Year’s resolutions can help you kick off the year on a strong footing, relative to your personal goals, career objectives, family priorities, health and wellbeing, lifetime dreams, and more. SageVest Wealth Management offers our top ten 2019 financial New Year resolutions to help you enjoy a happy, healthy, and wealthy New Year.

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The Sandwich Generation (Jul 24, 2018)

If you’re ‘sandwiched’ between raising children and looking after aging parents, then you’re officially a member of the Sandwich Generation. Roughly half of people in their 40s to 60s face the challenge of supporting themselves, their children, and older relatives.

As families delay having children, and more grandparents live longer, the Sandwich Generation is predicted to continue expanding. SageVest Wealth Management offers some useful strategies to help you balance personal and financial considerations during this challenging phase of life.

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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.

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A Quick Review Financial Planning Checklist (Oct 2, 2017)

October is Financial Planning month, making now a great time to think about your financial preparedness and well-being. Money isn’t everything in life, but it certainly helps to achieve security and to open opportunities for you and your family.

Personal finance can be complex, especially as your wealth grows. Each of your decisions must support the next, and align with your life goals. The following financial planning checklist will help you identify which financial topics you’ve got covered, and areas where we can help you to achieve your wealth and life objectives.

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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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