Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This calculator is designed to help you attach a dollar figure to your life’s work.
Knowing your likely life expectancy is an important factor in making long-term financial plans.