Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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.
How Long Will It Take to Pay my Balance?
Determine whether you should consider refinancing your mortgage.
Estimate the future value of your current savings.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.