Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How much would your monthly lease payment be?
Use this calculator to determine whether you qualify for the different types of IRAs.
Knowing your likely life expectancy is an important factor in making long-term financial plans.