Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.