Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How much do you need to save each year to meet your long-term financial goals?