JFS Wealth Advisors

Sage Wealth Advisors LLC

Kathleen A Anderson CFP™

26 Zora Rd Marion, MA 02738

Phone:

Investor, Know Thyself: How Your Biases Can Affect Investment Decisions

While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.
Could There Be a Shift from Growth to Value?

While growth stocks have dominated the market for the last two decades, some analysts believe there could be a shift to value stocks, which have outperformed for much of the market’s history.
HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions

This article explains what will be changing and who can expect to receive higher Social Security benefits due to the Social Security Fairness Act.
Two Tax-Friendly Retirement Plans for the Self-Employed

Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.

Life Expectancy

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

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

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

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.