Blog

Did you know that any child who has earnings from a part-time job is eligible to have a Roth IRA, even though they are not yet an adult? Establishing a Roth IRA on behalf of a child, funded either from your child’s direct savings or gifts from you, presents a unique opportunity to take advantage… Read more »

Teaching your kids the fundamentals of investing can seem like a daunting project during times of economic stability. Factor in the extreme market volatility we’ve seen during the COVID-19 pandemic, and even the basic tenet of “buy low, sell high” becomes complicated to explain. Financial downturns do present unique opportunities, however. Here we discuss ways… Read more »

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 »