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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.

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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Describes retirement plan options that help self-employed workers save on taxes.

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

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Moving to a new state may have tax consequences that can follow you long after you settle in.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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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