Believe it or not, another year has rounded third base, and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021, while positioning yourself to score more in the year ahead. Here are six financial best practices for the record books. 1. Keep Your Eye on the […]
It’s hard to believe 2021 is now winding down. There has been a lot of discussion and movement on potential changes in 2022 that would impact your portfolio and tax position. Tax planning at every year-end is important, but proper strategic action at the close of this year could be your last chance to make […]
In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves. But we can weave each event into the tax-planning fabric of your financial life. Following […]
Senior Advisors are partners of Sax and work to reduce stress for Medicare beneficiaries by providing education, an overview of the choices available, and by making meaningful recommendations for each individual’s coverage. As the Medicare annual enrollment period starts soon, our friends at Senior Advisors have put together some important things for you to consider […]
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little certainty on what may come of it, and who it might affect. How do we plan […]
In our last piece, we covered the recent uptick in inflation, and what to make of it in historical context. For investors, it’s important to take a step back and look at the big picture before acting on breaking news. But what if inflation does get out of hand, and stays that way for a […]
Our TAKE 5 with SAX podcast was created so you can press pause on your busy day and leverage the expertise of Sax’s resident experts on topics that matter to your life and your business. We invite you to join us for Episode 10 focused on: EMPLOYER BENEFIT PLAN OFFERINGS Our special guest, Eric Seidman, AIF®, Retirement Plan […]
Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary, and what you can do about it as an investor. First and foremost, we caution against succumbing to fear or panic in the face […]
The tax world may likely change very soon and in a dramatic way as substantial structural changes are in the works. The recently proposed “For the 99.5% Act” would bring sweeping changes to the taxation of estates and inherited gains, while the “Sensible Taxation and Equity Promotion” (STEP) Act would eliminate the step-up in basis […]
