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.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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.
How Long Will It Take to Pay my Balance?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate the future value of your current savings.
Use this calculator to determine whether you qualify for the different types of IRAs.