09 Dec The Power of 1%: How Much Should You Be Saving for Retirement?
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Participant - Power of 1 Percent Auto Escalation (005)...
07 Dec GUEST SPOTLIGHT: FIVE THINGS TO KNOW WHEN BUYING A HOME.
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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...
07 Dec Six Financial Best Practices for Year-End 2020
Posted at 15:58h
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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...
07 Dec Important Social Security Changes Effective January 2021
Posted at 15:55h
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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...
07 Dec Presidential Election Reflection
Posted at 15:54h
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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...
07 Dec An Analysis of President-Elect Joe Biden’s Tax Plan
Posted at 15:53h
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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...
18 Nov SAX Wealth Advisors’ Holiday Office Schedule
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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...
04 Nov AN ASSET ALLOCATION STRATEGY FOR LONG-TERM CARE PLANNING
In case you missed it, you’re invited to watch the webinar hosted by SAX Wealth Advisors on “An Asset Allocation Strategy for Long-Term Care Planning” with featured guest speaker, Brian M. Johnson, Director at Advisors Insurance Brokers (AIB) – one of the largest Brokerage Agencies...
16 Oct JOIN OUR WEBINAR: AN ASSET ALLOCATION STRATEGY FOR LONG-TERM CARE PLANNING
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Did you know that 70% of people over the age of 65 will require some type of long-term care services during their lifetime? November is Long-Term Care (LTC) Awareness month, and it is important to have a good understanding to what goes into LTC –...
17 Sep Join our Webinar: The Top 5 Mistakes to Avoid With Medicare
Posted at 14:22h
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One of the most important retirement planning decisions relates to Medicare. When someone approaches the age of 65, they are bombarded with a 130-page Medicare & You Guidebook from CMS, marketing mailers, commercials, and anecdotes from friends and family. This can be a very stressful...