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Sage Wealth Advisors LLC

         Kathleen AAnderson CFP™

26 Zora Rd
Marion, MA 02738

Phone:

508-748-2550

Fax:

508-408-0312

E-mail:

Calculators

You can review interesting calculators on my site.

Videos

We have interesting videos for you to watch on my site.

Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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How much do you need to save each year to meet your long-term financial goals?

How much would your monthly lease payment be?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

How Long Will It Take to Pay my Balance?

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Check the background of this financial professional on FINRA's BrokerCheck