Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Determine whether you should consider refinancing your mortgage.
How Long Will Your Funds Last?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.