Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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 outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Use this calculator to estimate how much income and savings you may need in retirement.
How much can you afford to pay for a car?
Knowing your likely life expectancy is an important factor in making long-term financial plans.