December 2022 Participant memo: ‘Tis the Season for Investing

During the holidays, we think about spending time and reconnecting with family and friends, cozying… Read More

Rethinking the Approach to Long Term Care Insurance

By Aviva Sapers  Historically, many people do not purchase Long Term Care (LTC) Insurance despite… Read More

November 2022 Participant memo: Are You Thankful for Your Health?

The holidays are upon us! Staying healthy just might make you wealthy. With small lifestyle… Read More

Is an IRA charitable rollover always the best way to give?

  In the Colby College Office of Gift Planning Fall 2022 Newsletter Aviva Sapers authors… Read More

October 2022 Participant memo: Market Trick and Treats

With the recent market volatility, it’s understandable that you may be concerned about your investments.… Read More

Podcast Q&A: “How a Fixed Annuity Can Fill a Gap in Your Retirement Savings Plan“

Aviva Sapers, CEO and Kim Bernabeo Landry, Director, Insurance Underwriting Advocacy at Sapers & Wallack… Read More

Employee Benefit Audits – Lessons Learned from Seasoned Professionals

/// By Adam Shaker and Scott Tuxbury When structuring and maintaining an employee benefit plan… Read More

Podcast Q&A: “Employee Benefit Audits – Lessons Learned from Seasoned Professionals“

Scott Tuxbury, Vice President, Retirement & wealth Management at Sapers & Wallack and Adam shaker,… Read More

September 2022 Participant memo: Retirement Readiness: How will you Prepare?

Much has been made of the current state of the American worker as it pertains… Read More

Podcast Q&A: “Executive Benefits Today“

Aviva Sapers, CEO and Patrick J.Bugbee. Director, Executive Benefits & Administration at Sapers & Wallack… Read More