Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.