JFS Wealth Advisors

Sage Wealth Advisors LLC

Kathleen A Anderson CFP™

26 Zora Rd Marion, MA 02738

Phone:

HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
Medicare or Medicaid?

It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Keeping Cool in Volatile Markets

Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Savings Accumulation

Estimate the future value of your current savings.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.