Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How much do you need to save each year to meet your long-term financial goals?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.