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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.

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Will you be able to afford nursing home care?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

How much do you need to save each year to meet your long-term financial goals?

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

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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