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Scott Tuxbury, Vice President and Leader for the Retirement and Wealth Management Practices at Sapers & Wallack answers 3 questions about our February blog, “Reimagining Retirement Distribution Planning”

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Happy New Year to all, and get those Super Bowl plans ready!Unless you are currently offering a well-organized & exciting wellness program that encourages your employees to get out and take walks at lunch, count their steps, eat healthy, and … Continue reading

Tom Connors, Managing Director of Group Benefits for the Hilb Group – part of the Sapers & Wallack organization – answers 3 questions about our January blog, “Financial Incentive Guidelines for Wellness Programs”. Listen to our podcast here: Share this postFacebook0TwitterLinkedinPinterest0

‘Universal Life Insurance, a 1980s Sensation, Has Backfired’“A long decline in interest rates caused premiums to soar when they were supposed to stay level.” – Wall Street JournalAs soon as I read this headline in the Wall Street Journal I … Continue reading

Long-term illnesses are very challenging emotionally, physically, and especially financially.  I should know, as I have lived through 3 grandparents, 2 in-laws, and one mother who all needed or still need care.  It is difficult to watch those you love … Continue reading

Many people feel that the most cost effective way to fund college for their kids is by contributing to a 529 plan.  The benefits are:All earnings grow tax free and are distributed tax free if used for qualified education expenses30 states … Continue reading

Most people make a concerted effort to plan and save for retirement, but many fail to account for the projected toll that health care costs will take on their mandatory expenses throughout their retirement. There is a common misconception that … Continue reading

Whether you’re the owner of a small business or involved in risk management for a national organization, the right Property and Casualty coverage can have a huge impact on protecting your business against unforeseen events. P&C Insurance exists to safeguard the … Continue reading

Have you ever come home from a trip with a renewed perspective?  Sometimes the very activities designed to help us relax can also work to free the mind so we can more easily prioritize what needs to get done.  Here are … Continue reading

I am not normally a fan of Jim Cramer, the loud, stock-picking host of CNBC’s “Mad Money.” That said, this week on the TODAY show he had a sensible reflection about the recent days’ market decline: “No one ever made … Continue reading