Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
This calculator can help you determine how soon you can pay off your mortgage.
This calculator is designed to help you attach a dollar figure to your life’s work.
How much will it cost to pay off a loan over its lifetime?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.