DC school bus

New And Improved Washington D.C. College Savings Plan Options

May 24, 2017

Washington D.C. residents have long been underserved and underrepresented. While we don’t have any updates on representation, we do have good news about college saving options for DC residents, and associated tax benefits. Washington D.C.’s College 529 Plan recently introduced changes to add stronger investment choices and reduce fees. This is a great saving recipe… Read more »


Graduation gifts for Financial Success

Graduation Gifts For Financial Success

May 3, 2017

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… Read more »


Tips To Help You Raise Financially Wise Children

April 6, 2017

Money management skills lay the foundation for lifelong success, and the path to financial wisdom begins in childhood. In recognition of Financial Literacy month in April, we’re proud to announce the launch of SageVestKids, a website dedicated to helping you raise happy, financially wise children through developmentally appropriate activities and responsibilities. Our new site has… Read more »