Financial Planning Tips For Parents (Feb 13, 2018)

For many individuals, one of the most rewarding and challenging journeys in life involves being a parent. Beyond the daily essentials like love, good food, toys, and more that your child will need to learn and grow, there are also a host of financial considerations for you to plan for. These include decisions about childcare costs, healthcare coverage, and estate planning options.

If you’re thinking about parenthood now or in the future, SageVest Wealth Management’s sister site, SageVest Kids, offers some helpful financial planning tips for parents.  

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Your Life Insurance Options (Sep 13, 2017)

Life insurance can play an important part in your long-term financial planning. It’s one of the simplest ways to protect your assets and transfer your wealth. More importantly, it supports the future financial well-being of those you care about, providing you with peace of mind.

However, calculating how much life insurance you need and knowing what type of life insurance policy is right for you can prove confusing. SageVest Wealth Management offers insights about how to determine the best life insurance elections in support of both your lifetime goals and the future security of your loved ones.

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Why Your Company Insurance Isn’t Enough (Apr 27, 2017)

Most employers offer group life and disability insurance coverage. While this is an important benefit for employees, it doesn’t mean that you’re adequately covered. In fact, if that’s all the coverage you have, you could be woefully under-insured.

It’s always best to evaluate insurance coverage earlier in life rather than later, as rates and terms are tied to your health and age. Here are some basic tips on evaluating your coverage and what to consider when purchasing additional insurance.

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The Importance Of Life Insurance For Women (Jun 1, 2016)

There are many reasons why life insurance should play an important part in every person’s financial planning. Yet women often overlook this key asset protection strategy, and are far more likely than men to be under-insured or have no coverage at all.

Whether you’re a single woman, half of a couple, or a member of a more extended family network; whether you work at home, in the workforce, or as the leader of your own business; life insurance is essential to protect the transfer of your wealth, and more importantly, to protect your loved ones in the future.

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