You have spent your whole career working in and on your business. You have seen it grow from just a seed to now, a full-grown tree. But some part of you knows you can’t work forever and you have this niggling feeling in the back of your mind that you need to start thinking about […]
The American Rescue Plan Act of 2021 is now a done deal. Among the items of greatest interest to most Americans is a third round of stimulus checks—or IRS “recovery rebates”—of up to $1,400 for every “eligible individual.” That’s the quick take. But what’s the fine print? How Much Will You Receive? Each eligible […]
In case you missed it, we invite you to watch a webinar presentation hosted by Sax Wealth Advisors geared towards providing young professionals with information that can help get their financial life on track and ensure their future success. We address the investment basics, savings strategies to help maximize investment efforts, an effective personal financial […]
“You can’t invest without trading, but you can trade without investing. … [T]hinking you’re investing when all you’re doing is trading is like trying to run a marathon by doing 26 one-mile sprints right after the other.” — Jason Zweig Are you out of breath trying to keep up with the breaking news about […]
Buying your first home is an exciting time, and something you worked hard to achieve. However, it is important to be smart and not impulsive, and well-equipped to meet the responsibilities becoming a new homeowner requires. Our housing market is currently looking good for both buyers and sellers, and Sax Wealth Advisors’ client, Michael D. […]
Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill? Thankfully, with multiple COVID-19 vaccines in the works, there’s hope the load will lighten in the new year, fast approaching. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond, […]
With the U.S. presidential election called, and promising news of a COVID-19 vaccine announced, a U.S. market surge reminds us how keen investors are for a sense of closure. Looking back, as results from the 2016 election cycle were coming in on the night of November 8, stock market futures seemed to point to a […]
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 […]
