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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.

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Here are answers to some key questions about required minimum distributions.

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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