Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
How much will it cost to pay off a loan over its lifetime?
How much life insurance would you need to produce a sufficient income stream for your family?
How much would your monthly lease payment be?
This calculator can help you determine how soon you can pay off your mortgage.