Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to estimate how much income and savings you may need in retirement.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.