Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
How much do you need to save each year to meet your long-term financial goals?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much can you afford to pay for a car?
Use this calculator to determine whether you qualify for the different types of IRAs.