Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.