In today’s busy world, life can involve juggling family, career, and more on a daily basis. Your wealth should be a resource in support of your full lifestyle. However, limited time, financial complexity, or other challenges can often make managing your money just one more task demanding your attention. If you’re looking for ways to simplify your life, one area for consideration is to simplify your finances.Read More
Like wealth, enjoyment can mean different things to different people. You might find enjoyment in many aspects of life, from simple pleasures like long walks and get-togethers with friends and family, to larger events such as vacations or major life celebrations.
For some, a common form of enjoyment is spending. But how do you know if you’re spending too much? Here are some common characteristics that may prove insightful or inspire you to refocus on gaining or reclaiming your financial security.Read More
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
Whether you’re working or retired, if you’re like most people, one of your primary goals is to enjoy more vacation time and travel. Time away allows you to relax and recharge your batteries, as well as explore and expand your horizons.
SageVest Wealth Management firmly believes that your wealth should be enjoyed, including the opportunities it provides to your and your family. Travel can be a big ticket item, so here are our top tips to help you maximize your enjoyment, without maxing out your credit cards.Read More
Congratulations if your child, grandchild, or other family member is about to graduate from college! Attaining a degree is an accomplishment worthy of celebration. It’s also a time for your grad to transition into independence, learning financial and life responsibilities to achieve future success.
If you’re searching for a meaningful graduation gift to encourage lifelong wealth, SageVest Wealth Management advisors offer ten of our favorite financial gifts for college graduates.Read More
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 retirement may extend over several decades, offering incredible opportunities to enjoy, partake, and experience a host of life adventures. However, longer retirement periods also require greater resources, and planning ahead is essential. Here are twelve tips for enjoying a successful and rewarding retirement.Read More
Across the nation, parents are bidding a tearful goodbye as their excited teenagers head to college for the first time … or bidding on that home fitness center on eBay, as they turn their son or daughter’s room into an in-home gym before the car’s even left the driveway.
We can’t help with the emotional aspects, or with putting the workout equipment together. But when it comes to nurturing financial skills and wisdom, SageVest Wealth Management and SageVest Kids are valuable resources for you and your family. Following are a number of points we recommend discussing with your teenager, or in collaboration with one of our advisors, with a goal of launching your young adult on the road to life success as well as the road to college.Read More
Money is a valuable resource that can improve our quality of life and help us to accomplish our life goals. Fostering a healthy outlook towards money is an important aspect of achieving a more positive life balance. As part of our educational Speaker Series, SageVest Wealth Management recently hosted renowned author, speaker and money coach, Olivia Mellan. Olivia shared expert advice about factors that influence how we connect with our wealth, and the importance of having a trusted financial advisor like SageVest Wealth Management to help achieve money harmony.Read More