Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Phone:
- 508-748-2550
Fax:
- 508-408-0312
Newsletters
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Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
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How Savers and Spenders Can Meet in the Middle
Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
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Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.