Blog

In the past few weeks, our children’s lives have been turned upside down. From school closings, performance and sport cancellations, postponed traditions such as prom and graduation, to no more playdates, the way our kids interact with the world is evolving minute by minute. However, in the midst of these social losses, there’s an abundance… Read more »

Spending in the present while saving for the future are two key money concepts every child and adult must learn to balance. Spending and saving are mutual partners in that savings frequently support future spending objectives (i.e., college or retirement). SageVest Kids offers an overview of saving and spending milestones for kids, by age, to… Read more »

The holiday season and year’s end motivate many people to give charitably, whether by donating money to a specific cause, volunteering at a local food bank, or providing gifts to families in need, as examples. However, teaching your children the meaning behind giving, and instilling philanthropy as a family value can be done throughout the… Read more »

Back-to-school signals a renewed focus on education. That includes your child’s financial education. The start of the new school year is the perfect time to review your kids’ proficiency with money. Use our back-to-school kids’ financial literacy checklist to prepare for the year ahead, with new and exciting financial learning opportunities that reinforce current skills… Read more »

Whether or not you’ve followed SageVest Kids’ age-based guide to financial literacy over the years, your student needs a good understanding of money basics as they head off to college. Many of the financial lessons they must learn apply to their college finances and beyond – the ability to budget, spend wisely, and save for… Read more »