Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much do you need to save each year to meet your long-term financial goals?
Estimate the future value of your current savings.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.