Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
How much do you need to save each year to meet your long-term financial goals?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Compare the potential future value of tax-deferred investments to that of taxable investments.