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...
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...
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 –...
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...
