Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How Long Will Your Funds Last?
This calculator can help you determine how soon you can pay off your mortgage.
Use this calculator to estimate how much income and savings you may need in retirement.