Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
This calculator is designed to help you attach a dollar figure to your life’s work.
How Long Will It Take to Pay my Balance?