JFS Wealth Advisors

Sage Wealth Advisors LLC

Kathleen A Anderson CFP™

26 Zora Rd Marion, MA 02738

Phone:

Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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.
Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
IRA Eligibility

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

This calculator is designed to help you attach a dollar figure to your life’s work.
Net Worth

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