Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This calculator can help you determine how soon you can pay off your mortgage.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How Long Will Your Funds Last?