JFS Wealth Advisors

Sage Wealth Advisors LLC

Kathleen A Anderson CFP™

26 Zora Rd Marion, MA 02738

Phone:

No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Impact of Inflation

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