Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much do you need to save each year to meet your long-term financial goals?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.