Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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 would your monthly lease payment be?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Determine whether you should consider refinancing your mortgage.