JFS Wealth Advisors

Sage Wealth Advisors LLC

Kathleen A Anderson CFP™

26 Zora Rd Marion, MA 02738

Phone:

Buying a Condo? Focus on the Financials

Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.
What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Grocery Games: Strategies to Help Stretch Your Food Budget

Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

Disability Income Insurance

How much Disability Income Insurance do you need?
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Taxable Equivalent Yield

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

This calculator can help you determine whether you should consider converting to a Roth IRA.