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...

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...