Sage Wealth Advisors LLC
Phone:
- 508-748-2550
Fax:
- 508-408-0312
- E-mail address: kanderson@sagewealthadvisorsonline.com
Newsletters
-
Living Benefits Can Help Counter Retirement Risks
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
-
Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
-
Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
-
Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
Calculators
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Savings Accumulation
Estimate the future value of your current savings.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| NYSE Composite | 15,277.02 | -0.33% |
| AMEX Composite | 2,641.99 | +0.63% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.