JFS Wealth Advisors

Sage Wealth Advisors LLC

Kathleen A Anderson CFP™

26 Zora Rd Marion, MA 02738

Phone:

Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
Grocery Games: Strategies to Help Stretch Your Food Budget

Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?