Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
How Long Will It Take to Pay my Balance?
Will you be able to afford nursing home care?
Knowing your likely life expectancy is an important factor in making long-term financial plans.