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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:

Calculators

You can review interesting calculators on my site.

Videos

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

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Estimate the future value of your current savings.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Determine whether you should consider refinancing your mortgage.

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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