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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:

kanderson@sagewealthadvisorsonline.com

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

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

View Videos
A Critical Combo: Life Insurance with Long-Term Care Benefits

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?

This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.

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Credit Card Debt

How Long Will It Take to Pay my Balance?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Disability Income Insurance

How much Disability Income Insurance do you need?

Roth IRA Conversion

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

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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