Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Use this calculator to determine whether you qualify for the different types of IRAs.