Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Will you be able to afford nursing home care?
How Long Will It Take to Pay my Balance?
Use this calculator to determine whether you qualify for the different types of IRAs.
How much will it cost to pay off a loan over its lifetime?