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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.

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Outlines steps toward handling financial setbacks and emerging stronger.

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Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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How Long Will Your Funds Last?

Use this calculator to determine whether you qualify for the different types of IRAs.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

This calculator can help you determine how soon you can pay off your mortgage.

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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