Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
Nearly 60% of U.S. adults are uncomfortable with their level of emergency savings. Here are some potential ways to access funds.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.