JFS Wealth Advisors

Sage Wealth Advisors LLC

Kathleen A Anderson CFP™

26 Zora Rd Marion, MA 02738

Phone:

Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Navigating Financial Conversations with Aging Parents

Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
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.

Impact of Inflation

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

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

This calculator is designed to help you attach a dollar figure to your life’s work.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?