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...
Medicare is an area that practically every American will encounter when planning for retirement. It sits at the intersection of health and wealth in your financial life plan, and so often surfaces across a range of long-term planning conversations. Plus, Medicare and its associated costs...
Parsippany, NJ, August 20, 2020 - Sax Wealth Advisors LLC is proud to announce the relocation of the firm’s flagship office from Clifton, NJ to a 39,810-square-foot office within the new campus, LATITUDE in Parsippany, NJ. The new office will be located at 389 Interpace Parkway,...
Large and In Charge_ Giant Firms atop Market Is Nothing New_...
Global stock markets rebounded during the second quarter and pared losses from the previous quarter. This positive performance follows the global effort to reopen economies under continued social distancing guidelines during the quarter. While we cannot say with certainty what caused markets to move, expansionary...
“I’m not an optimist. That makes me sound naïve. I’m a very serious ‘possibilist.’ That’s something I made up. It means someone who neither hopes without reason, nor fears without reason, someone who constantly resists the overdramatic worldview.” — Hans Rosling, Factfulness Whether you’re considering an investment...
Clearly, there is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence risk. Sequence risk is the risk that you’ll encounter negative investment returns in early...
The COVID-19 pandemic is, by all accounts, a global crisis whose effects so far have been sudden and severely disruptive, while the longer-term impacts are slowly emerging. Whether or not the oft cited Chinese proverb equating crisis with opportunity applies to COVID-19 as a moment...
FRIDAY, JUNE 19, 2020; CLIFTON, NJ: – SAX Wealth Advisors, a registered investment advisory firm and financial planning subsidiary of Top 100 accounting, tax and advisory firm, Sax LLP, is proud to announce their inclusion on Accounting Today’s 14th annual “Wealth Magnets” list, comprised of...
The recent emergence of the coronavirus and its spread around the world has caused an unprecedented health crisis that is affecting the economic outlook and has engendered significant stock market volatility. After years of market growth and relatively low volatility, investors are confronted with a...
