Clifton, NJ, December 15, 2017 – Sax Wealth Advisors (SWA), an independent registered investment advisory firm with offices in northern New Jersey, central New Jersey and New York City, has announced the acquisition of The GM Financial Group, LLC based in Pennington, NJ. The addition of The GM Financial Group’s approximately $140 million of assets […]
Co-written by Marie DeCaprio CFA®, CFP® and Jeremy Rhen, CFP®
Clifton, NJ, October 27, 2017 – Sax Wealth Advisors (SWA), an independent registered investment advisory firm with offices in northern New Jersey and New York City, has been approved to join the National Association of Personal Financial Advisors (NAPFA). This is one of the country’s leading professional associations of Fee-Only advisors that provide support and […]
Written by: Marie DeCaprio, Partner with Sax Wealth Advisors Studies have shown that a great majority of people nearing retirement overestimate how much they can withdraw, or simply do not know how much they should withdraw from their nest egg once retired. This is a serious concern, but isn’t surprising. For the majority of our […]
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June 9, 2017 is the latest significant date to the running timeline for the Department of Labor’s fiduciary rule, following: | April 6, 2016 — The DOL announces that, effective April 10, 2017, financial advisors who provide retirement investment advice will be required to put investors’ interests ahead of their own. | February 3, 2017 […]
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