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 […]
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, […]
Large and In Charge_ Giant Firms atop Market Is Nothing New_
“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 opportunity or simply browsing various media for […]
Clearly, there is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence risk. Sequence risk is the risk that you’ll encounter negative investment returns in early retirement. This is an important consideration, because the random […]
The COVID-19 pandemic is, by all accounts, a global crisis whose effects so far have been sudden and severely disruptive, while the longer-term impacts are slowly emerging. Whether or not the oft cited Chinese proverb equating crisis with opportunity applies to COVID-19 as a moment of opportunity remains an open question. On a personal level, […]
FRIDAY, JUNE 19, 2020; CLIFTON, NJ: – SAX Wealth Advisors, a registered investment advisory firm and financial planning subsidiary of Top 100 accounting, tax and advisory firm, SAX, is proud to announce their inclusion on Accounting Today’s 14th annual “Wealth Magnets” list, comprised of the Top 150 CPA Firms by Assets Under Management (AUM). SAX […]
The recent emergence of the coronavirus and its spread around the world has caused an unprecedented health crisis that is affecting the economic outlook and has engendered significant stock market volatility. After years of market growth and relatively low volatility, investors are confronted with a rapidly evolving situation that feels unsettling. Sax Wealth Advisors and […]
With much of the country in self-isolation, perhaps you have time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. If you’d prefer, here is a summary of many of the key provisions we expect to be discussing with you in person (virtually), depending on which ones apply […]
