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 […]
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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: […]
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_
