Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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.
How much can you afford to pay for a car?
This calculator is designed to help you attach a dollar figure to your life’s work.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.