Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.
Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.
This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.
How much life insurance would you need to produce a sufficient income stream for your family?
How Long Will Your Funds Last?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the future value of your current savings.