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Participant – Power of 1 Percent Auto Escalation (005)

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 at what is new and different for our nation’s […]

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 from an individual, corporate and estate perspective: Individual taxes: […]

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 […]

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 […]

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, […]

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 […]

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 […]

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, […]