Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Compare the potential future value of tax-deferred investments to that of taxable investments.
This calculator can help you determine whether you should consider converting to a Roth IRA.