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SAX Wealth Advisors’ Holiday Office Schedule

News & Resources November 18, 2020

SAX Wealth Advisors’ Holiday Office Schedule

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 happiness this holiday.  We thank you for your continued […]

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News & Resources November 4, 2020

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 in the U.S. specializing in Long-Term Care. Did you know […]

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News & Resources October 16, 2020

JOIN OUR WEBINAR: AN ASSET ALLOCATION STRATEGY FOR LONG-TERM CARE PLANNING

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 – such as the types of care, when care is required, […]

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Uncategorized September 30, 2020

WATCH THE WEBINAR: THE TOP 5 MISTAKES TO AVOID WITH MEDICARE

One of the most important retirement planning decisions relates to Medicare and many questions arise, such as: when do I need to sign up and what will it cost me?; what are the different “Parts”?; and, what plan is right for me? Depending on where you live, there could be over 100 different combinations of […]

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News & Resources September 17, 2020

Join our Webinar: The Top 5 Mistakes to Avoid With Medicare

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 time, as many questions arise, such as: when do I […]

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News & Resources September 9, 2020

Income Planning and IRMAA in Retirement

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 can be a confusing topic, given the program’s various parts, […]

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News & Resources September 1, 2020

Sax Wealth Advisors Relocates Headquarters to New State-of-the-Art Campus in Parsippany

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, and the move will take place by the end of […]

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News & Resources July 22, 2020

Large and In Charge? Giant Firms atop Market Is Nothing New.

Large and In Charge_ Giant Firms atop Market Is Nothing New_

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News & Resources July 22, 2020

Q2 2020 in Perspective: Market Commentary

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 monetary policy, increased consumer retail spending, and modest jobs growth […]

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