Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
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.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.