The Post-9/11 GI Bill (Nov 8, 2017)

The original GI Bill of 1944 helped WWII Veterans return to civilian life, providing a range of benefits, including academic and vocational funding. It was so successful that similar measures were adopted for subsequent Veterans. The most recent of these is the Post-9/11 GI Bill, which includes up to 36 months of educational benefits to eligible service personnel and, uniquely, to your dependents – if you plan ahead.

As part of SageVest Wealth Management’s commitment to America’s military families, we consider current provisions of the Post-9/11 GI Bill, plus recent legislative updates, as they relate to your broader wealth planning.

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Tax Opportunities For Military Members (Nov 11, 2016)

Each Veterans Day, SageVest Wealth Management is proud to join the rest of our nation in offering thanks to the brave men and women who defend our everyday freedoms. We thank you for your service.

Gratitude for your dedication also comes from perhaps a more unexpected source: namely, the IRS and state tax agencies. There are a variety of special Federal and state tax breaks available only to members of the US Armed Forces; because the sacrifices that you and your family make should not extend to your finances.

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A Salute To Our Heroes (Nov 11, 2015)

“Peace has its victories, but it takes brave men and women to win them.” Ralph Waldo Emerson

On Veterans Day and throughout the year, SageVest Wealth Management proudly salutes those who have dedicated their lives to serving our country. We recognize and honor the many challenges and sacrifices you and your family make to support our freedom. These inevitably include a financial component.

On this Veterans Day, we encourage you to reach out to current and former forces personnel you know to extend a thank you, and to share a few financial insights that might benefit them and their families for the service they have provided.

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