5 Questions To Ask Yourself About Saving For Retirement (Feb 1, 2018)

Do you have trouble envisioning your retirement? Are you realistic about both your current budget and future retirement expenses? Do you even know where to start when it comes to saving for retirement? These are all classic traits that can impede your retirement success.

The good news is that you can change your approach to retirement. Jennifer Myers of SageVest Wealth Management was recently quoted in US News and World Report and we offer five quick questions about saving for retirement, and the benefits of working with a financial advisor to achieve your retirement objectives.

Read More

Money & Millennials: The Most Important Financial Fundamental (Sep 8, 2017)

As a young adult, you’re just beginning your professional and life journey. You may be fresh out of college, perhaps carrying some student loan debt. Maybe you’ve already got a foot on the career ladder. Perhaps you’re renting an apartment on your own, sharing space with friends, still living at home, or already own your own home. The concept of financial planning may seem a long way off right now; something that your parents do, not you.

Financial planning, however, doesn’t need to be either daunting or stuffy. Understanding and implementing sound cash flow management is the cornerstone of financial planning – and you may already be doing it, in some form or another.

Read More

How To Teach Your Kids To Save Money (Aug 23, 2017)

There are many aspects to financial learning and literacy, but a pinnacle objective is learning how to save money. Being able to save for your future is critical in supporting your ultimate financial well-being, security, and long-term happiness. It’s also personally rewarding, can build self-confidence, and enhance self-esteem.

It’s important to discuss the value of saving with your kids, but lectures aren’t the best method of teaching them successful saving habits. It’s far more effective to help your kids learn through hands-on experience. SageVest Kids offers eight tips to help your kids become savings-savvy.

Read More

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

Read More

Saving For College (Sep 17, 2012)

Being able to send your child to college is near the top of the wish list for most parents. A college education can open doors to many opportunities, and is increasingly necessary in today’s economy.

But that diploma doesn’t come cheap!

Start saving  for college as early as possible. Ideally, you’ll want to choose a college savings vehicle that  offers the best combination of tax advantages, financial aid benefits, and flexibility, while meeting your overall investment needs.

Read More

The Transition Into Retirement (Feb 24, 2012)

Are you ready to retire? The question is actually more complicated than it first appears, because it demands consideration on two levels. First, there’s the emotional component: Are you ready to enter a new phase of life? Do you have a plan for what you would like to accomplish or do in retirement? Have you thought through both the good and bad aspects of transitioning into retirement? Second, there’s the financial component: Can you afford to retire? Will your finances support the retirement lifestyle that you want? Do you have a retirement income plan in place?

Read More