Lemonade stand

How To Teach Your Kids To Save Money

August 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… Read more »


Family on beach with dog SVK

Questions To Ask Before Buying A Family Vacation Home

August 9, 2017

When you’re on vacation, the allure of securing a slice of family fun year-round can be appealing. How can you bottle that vacation bliss for you and your loved ones? Buying a second home is the most commonly contemplated answer. Vacation home ownership offers distinct perks, and many adults have fond memories of cherished vacations… Read more »


Family on beach

How To Enjoy An Amazing Family Vacation And Save Money

June 23, 2017

If you’re like most people, one of your primary goals is to enjoy more vacation time and travel. Time away hopefully includes some time for you to relax and recharge your batteries, as well as encouraging your kids to explore the world and expand their horizons. We firmly believe that your wealth should be enjoyed,… Read more »


Teaching Your Kids About Money In A Digital Age

June 16, 2017

Learning about money as a resource for life achievement is a critical aspect of your child’s development. You can encourage financially savvy kids through age-appropriate activities and responsibilities that focus on key financial principles like savings for kids, budgeting, and giving. Piggy banks, chores, and allowances are some of the traditional tools that can help… Read more »


Free activities

Summer Fun – Free Activities For Kids, Families And Adults

June 2, 2017

As the long, hazy days of summer stretch ahead, it can prove challenging to find fun summer activities for your kids and yourself that keep everyone happy and occupied without breaking the bank. SageVest Kids’ extensive list of free activities offers interesting ideas everyone can enjoy, whatever your age. Enjoying free activities with your kids,… Read more »


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 »