Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
This calculator can help you determine whether you should consider converting to a Roth IRA.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How Long Will It Take to Pay my Balance?