Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to determine whether you qualify for the different types of IRAs.
Will you be able to afford nursing home care?