The word ‘retirement’ often has the connotation of an immediate and complete transition out of the workforce and into an uninterrupted life of leisure. However, for many individuals, full-time retirement might seem too...
NEWS & INSIGHTS
12 Tips For A Successful Retirement
The notion of retirement is both alluring and complex. It’s the period in your life when you want to enjoy yourself, in good health, with the resources available to fulfill a variety of life ambitions. Today, your...
Managing Healthcare Costs In Retirement
The cost of healthcare is a common concern for most Americans. For retirees, it’s often their number one financial priority. A combination of quickly rising health insurance costs and the potential for increased...
Downsizing Your Home
For decades, home sizes have been increasing. The average American home today is about 1,000 square feet bigger than it was in the 1970s. Now, however, a competing trend is emerging. Led by the ‘Tiny House’ movement,...
The Pros And Cons Of Target-Date Funds
Target-date funds have made investing easier over the past few decades, offering investors a one-stop investment solution. Also known as life-cycle or age-based funds, they comprise of a mix of holdings that alter over...
Is Maxing Your 401(k) Enough?
If you’re like most Americans, a 401(k) or similar retirement plan represents the bulk of your long-term savings. Every year, the IRS places limits on the annual contributions you can complete to these and other...
Housing Choices In Retirement
For many of us, our home is our largest asset. It also represents one of the biggest decisions to be made in retirement. Choosing whether to stay in your home or to move is a common consideration, as you enter...
7 Mortgage Tips For Retirement
Entering retirement debt-free is psychologically and financially liberating. Yet for many individuals, enjoying lower expenses during retirement can turn out to be nothing more than a myth, in large part due to your...
Time For Your Medicare Check-Up
The Medicare Annual Enrollment Period starts on October 15 and runs through December 7. That makes now the perfect time for retirees to review and, if warranted, change your policy coverage. Taking the time to examine...
Reverse Mortgages In Retirement
Home equity is one of the largest assets for many Americans. This may be especially true if you’re a retiree living in the DC Metropolitan area; the family home that you bought years ago is likely to be worth many...
SAGEVEST
WEALTH MANAGEMENT
Make a wise investment
in your future today.