In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. It’s one thing to have the tools. It’s another to make best use of them. After all, […]
Senior Advisors are partners of Sax and work to reduce stress for Medicare beneficiaries by providing education, an overview of the choices available, and by making meaningful recommendations for each individual’s coverage. As the Medicare annual enrollment period starts soon, our friends at Senior Advisors have put together some important things for you to consider […]
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little certainty on what may come of it, and who it might affect. How do we plan […]
In our last piece, we covered the recent uptick in inflation, and what to make of it in historical context. For investors, it’s important to take a step back and look at the big picture before acting on breaking news. But what if inflation does get out of hand, and stays that way for a […]
Our TAKE 5 with SAX podcast was created so you can press pause on your busy day and leverage the expertise of Sax’s resident experts on topics that matter to your life and your business. We invite you to join us for Episode 10 focused on: EMPLOYER BENEFIT PLAN OFFERINGS Our special guest, Eric Seidman, AIF®, Retirement Plan […]
Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary, and what you can do about it as an investor. First and foremost, we caution against succumbing to fear or panic in the face […]
The tax world may likely change very soon and in a dramatic way as substantial structural changes are in the works. The recently proposed “For the 99.5% Act” would bring sweeping changes to the taxation of estates and inherited gains, while the “Sensible Taxation and Equity Promotion” (STEP) Act would eliminate the step-up in basis […]
The decision to pay off a mortgage or invest in the market is far from black and white. For those who are close to retirement and already have plenty of other liquid financial assets, paying off a mortgage could be a wise use of cash. Such homeowners aren’t likely to be saving a lot because […]
Estate planning is the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating. So, let’s get started today, one hurdle at a time. Hurdle #1: Deciding Who Gets […]
