Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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 article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
How much can you afford to pay for a car?
How much life insurance would you need to produce a sufficient income stream for your family?
How much will it cost to pay off a loan over its lifetime?