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 explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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.
Determine whether you should consider refinancing your mortgage.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
This calculator is designed to help you attach a dollar figure to your life’s work.
Use this calculator to estimate how much income and savings you may need in retirement.