Creative Thinking. Customized Solutions.
Caring about you since 1932.

Ellen Bohn Gitlitz, Executive Vice President Property & Casualty, Sapers & Wallack /The Hilb Group of New England answers questions about our May blog, Why Cybersecurity Insurance is More Important than Ever.


Many people believe in giving back, but under the new tax laws, it may not be as tax advantageous as it used to be. With the steady appreciation in the stock market – the longest bull run in history – … Continue reading

On December 20th, 2019, new legislation was signed into law as part of a larger government spending package that promises to have wide ranging and lasting effect on saving for retirement. Called the Setting Every Community Up for Retirement Enhancement … Continue reading

Rob Simons, Senior Retirement Consultant at Sapers & Wallack, answers questions about our February blog, How Will the SECURE Act Change the Way You Plan for Retirement? Share this postFacebook0TwitterLinkedinPinterest0

According to recent statistics, there are now more than 44 million unique borrowers who collectively owe $1.6 trillion in student loan debt—making student loans the second largest consumer debt category after mortgages. Those are staggering numbers.For the considerable Millennials and … Continue reading

Paula Drozdal Connors, Senior Vice President, Sapers & Wallack / The Hilb Group of New England, answers questions about our January blog: Student Loan Repayment as Employee Benefit. Share this postFacebook0TwitterLinkedinPinterest0

As 2019 closes and a new year starts with a fair amount of uncertainty, it is a good idea to take stock of your financial situation. While markets have been going strong and the economy seems largely sound, upheaval in … Continue reading

BackgroundThere is growing interest in a design strategy known as the Mega Backdoor Roth Conversion (the Conversion). The Conversion allows 401(k) or 403(b) Plan participants who are already deferring the maximum allowed to contribute After-Tax funds to the plan. The … Continue reading

Rob Simons, Senior Retirement Consultant at Sapers & Wallack, answers questions about our November blog ‘Mega Backdoor Roth Conversion Primer‘.Share this postFacebook0TwitterLinkedinPinterest0

/// Posted byAviva Sapers & Peter StonerWhether your 65th birthday is fast approaching or decades away, it pays to understand the basics of how Medicare works and what it does and does not cover—and then plan accordingly for any additional … Continue reading