Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
This calculator can help you determine how soon you can pay off your mortgage.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate the future value of your current savings.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.