Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
How much do you need to save each year to meet your long-term financial goals?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Will you be able to afford nursing home care?