Recognition Highlights Firm’s Commitment to Excellence and Client Service December 12, 2024 – Parsippany, NJ – SAX Wealth Advisors, an independent registered investment advisor and wholly owned subsidiary of SAX, today announced its inclusion in Newsweek’s list of the Top Financial Advisory Firms for 2025. We believe the recognition underscores the firm’s commitment to offering […]
What is values-based investing? Values-based investing originated in the 17th and 18th centuries when institutions like the Quakers, Methodists, and other religious groups avoided investing in slavery and alcohol. This style of investing has since evolved, and today, it has become widely known as a type of investment approach that integrates an investor’s personal values, […]
Qualified Small Business Stock (QSBS) represents an opportunity for investors, particularly those interested in startups and small businesses. Enacted as part of the U.S. tax code under Section 1202, QSBS can offer significant tax advantages, including the potential for substantial capital gains exclusions. This article provides an overview of QSBS, exploring its key features, […]
What is the Estate Tax Cliff? Death and Taxes are famously the only guarantees in life; estate and inheritance taxes uniquely combine these items. Many people are aware there is a federal estate tax; however, many states also assess an estate tax that can create a significant tax liability. This risk can be mitigated with […]
As we begin the fourth quarter, we are pleased to provide a comprehensive checklist from fpPathfinder, which includes important questions to consider as we move toward year-end. Dislosure Third-party articles are for general information purposes only and do not constitute any offer or solicitation to buy or sell any securities or products of any kind. […]
Anna and The Bag Lady Syndrome[1] Anna has an important meeting and is dressed to the nines – she decides to wear the red bottom heels and use the quilted “C” purse that lives in its dust bag carefully placed in the back of her custom walk-in closet. She uses her new iPhone to schedule […]
A client today said “I want to be able to stand in a field on my own …” Let’s get there! A Ramsey Research study of over 1,000 couples[1] found that finances were the #2 reason for divorce, and infidelity was #1. Despite this, we believe women continue to feel uneducated and helpless regarding the […]
Scenario: I am 52 years old, divorcing, and our retirement assets are in my spouse’s 401(K). Now what[1]? Lack of money is a fear many may have when divorcing over 50 years old, aka “Gray Divorce.” In Gray Divorces, the division of marital property is often front and center, as both spouses are reluctant and […]
In the world of real estate investment, savvy investors are constantly on the lookout for strategies to maximize returns while minimizing tax liabilities. One such strategy that has gained popularity and can be a powerful tool in the investor’s arsenal is the 1031 exchange. This is codified under IRS section 1031[1], which allows investors to […]
