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Sage Wealth Advisors LLC

         Kathleen A Anderson CFP™

26 Zora Rd
Marion, MA 02738

Phone:

508-748-2550

Fax:

508-408-0312

E-mail:

Calculators

You can review interesting calculators on my site.

Videos

We have interesting videos for you to watch on my site.

Considering some important issues now could provide more options in the event of early retirement.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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Explores how investment strategy changes once retirement begins.

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Explains how future tax rules may impact deductibility of charitable donations.

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Use this calculator to estimate the cost of your child’s education, based on the variables you input.

How much would your monthly lease payment be?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Will you be able to afford nursing home care?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck