Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
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.
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.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much can you afford to pay for a car?
This calculator can help you determine whether you should consider converting to a Roth IRA.
How much life insurance would you need to produce a sufficient income stream for your family?