Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How much life insurance would you need to produce a sufficient income stream for your family?
How much would your monthly lease payment be?