Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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.
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A balance sheet summarizes your assets and liabilities and reveals your net worth.