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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:

kanderson@sagewealthadvisorsonline.com

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

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

View Videos
Home Energy Rebates Could Save You Money

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

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Eight Ideas for Smarter Holiday Shopping

Offers practical holiday shopping tips to save time and money.

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Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Life Expectancy

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Accumulation

Estimate the future value of your current savings.

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