Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How Long Will It Take to Pay my Balance?
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.