Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Use this calculator to determine whether you qualify for the different types of IRAs.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.