JFS Wealth Advisors

Sage Wealth Advisors LLC

Kathleen A Anderson CFP™

26 Zora Rd Marion, MA 02738

Phone:

A Pension Strategy That May Boost Your Income

A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
Saving for College: 529 Plan vs. Roth IRA

529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
Indexed Annuities: Potential for Growth with Some Downside Protection

This article provides an overview of indexed annuities.
HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions

This article explains what will be changing and who can expect to receive higher Social Security benefits due to the Social Security Fairness Act.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Credit Card Debt

How Long Will It Take to Pay my Balance?