JFS Wealth Advisors

Sage Wealth Advisors LLC

Kathleen A Anderson CFP™

26 Zora Rd Marion, MA 02738

Phone:

HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Lease Payment

How much would your monthly lease payment be?