Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
How Long Will It Take to Pay my Balance?
How much will it cost to pay off a loan over its lifetime?
Use this calculator to determine whether you qualify for the different types of IRAs.
Knowing your likely life expectancy is an important factor in making long-term financial plans.