Buying your first home is an exciting time, and something you worked hard to achieve.  However, it is important to be smart and not impulsive, and well-equipped to meet the responsibilities becoming a new homeowner requires. Our housing market is currently looking good for both buyers...

Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill? Thankfully, with multiple COVID-19 vaccines in the works, there’s hope the load will lighten in the new year, fast approaching. While we prepare for a fresh start, here...

Nearly 70 million Americans receive Social Security benefits, and for many, it is a significant portion of their retirement income.  This vital program is dynamic, and in early October 2020 the Social Security Administration (SSA) announced important changes effective January 1, 2021. Here is a look...

With the U.S. presidential election called, and promising news of a COVID-19 vaccine announced, a U.S. market surge reminds us how keen investors are for a sense of closure. Looking back, as results from the 2016 election cycle were coming in on the night of November...

President-elect Joe Biden has proposed a series of sweeping changes to the tax code, including increasing taxes on households with more than $400,000 in income, as well as raising corporate and estate taxes. Here’s a look at some of the major tax changes Biden has supported...

Due to the Thanksgiving Holiday, SAX Wealth Advisors will be closed as of 3:00 PM on Wednesday, November 25 and will resume normal business hours on Monday, November 30. We would like to take this opportunity to wish you and your loved ones good health and...