Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How much can you afford to pay for a car?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Use this calculator to determine whether you qualify for the different types of IRAs.