Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How much do you need to save each year to meet your long-term financial goals?
This calculator can help you determine how soon you can pay off your mortgage.