Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
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.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
How Long Will It Take to Pay my Balance?
Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Will you be able to afford nursing home care?