Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Will you be able to afford nursing home care?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.