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...
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...
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...
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...
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...
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...
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...
The decision to pay off a mortgage or invest in the market is far from black and white. For those who are close to retirement and already have plenty of other liquid financial assets, paying off a mortgage could be a wise use of cash....
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...
Estate planning is the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating. So, let’s get started today,...
