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.
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to determine whether you qualify for the different types of IRAs.
How much would your monthly lease payment be?
How much do you need to save each year to meet your long-term financial goals?