Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
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.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
How much would your monthly lease payment be?
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much will it cost to pay off a loan over its lifetime?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.