February 2024 Participant Memo: Strategies for Maximizing Workplace Retirement Benefits

Considering that more than 40% of employers now match employee contributions to retirement plans, taking… Read More

January 2024 Participant Memo: Navigating Retirement’s New Horizons

As we embrace the dawn of a new year, contemplating the departure of a loved… Read More

Podcast: On-Mic with Jordan Rich. Someday is Not a Day of The Week: Unlock Your Financial Potential Today

One of the smartest resolutions we  can all  make this time of year is to… Read More

Podcast: Insight & Advice for End of Year Charitable Giving Strategies

Aviva Sapers, President & CEO at Sapers & Wallack, and Valerie Sherman, Director of Major… Read More

December 2023 Participant Memo: Financial Frost Checkup

As the winter season blankets our surroundings, it’s the perfect time to conduct a comprehensive… Read More

Does Long-Term Care Insurance Improve Estate and Financial Planning?

/// By Aviva Sapers Estate and financial planning help to ensure a secure and comfortable… Read More

Podcast Q&A: Someday is Not a Day of The Week – Unlock Your Financial Potential Today

Aviva Sapers, CEO and Andrew MacDougall, Director, Wealth Management at Sapers & Wallack, answer questions… Read More

November 2023 Participant Memo: Gobbling Up Good Financial Habits

Holidays are all about spreading cheer and giving, but sometimes people tend to go a… Read More

October 2023 Participant Memo: The Worry on Investors’ Minds

Smart Portfolio Stress Testing: Your Retirement Safety Net You’ve been diligent—saving, monitoring retirement accounts, consulting… Read More

Planning for Family Business Succession: Red Flags & Insider Suggestions

/// By Jeffrey S. Davis & Aviva Sapers Statistics show that only 12-13% of family… Read More