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Disinherit the IRS With a Zero Estate Tax Strategy

By Aviva Sapers  For high net worth individuals, finding efficient techniques for limiting the amount… Read More

07
Dec
How Aware Are You About Your Life Insurance Needs?

By Aviva Sapers  September is National Life Insurance Awareness Month—every year companies that work in… Read More

01
Sep
Podcast Q&A: “Reduced Health Care Costs & Shared Profits with the InCap® Group Captive“

Paul Clark, Managing partner, National Health Care Captive Practice Leader of Clark & Lavey, A… Read More

29
Jun
Reduced Health Care Costs & Shared Profits with the InCap® Group Captive

/// By Paul Clark and Evan Macedo Squeezed between the perpetually rising cost of health… Read More

14
Jun
Podcast Q&A: “Disability – Why is Income Protection Important?

Aviva Sapers, CEO and and Kristen Maalouf, Executive Assistant of Sapers & Wallack , answer… Read More

10
May
Disability – Why is Income Protection Important?

/// By Aviva Sapers and Kristen Maalouf Think for a moment about your ability to… Read More

19
Apr
Video: Social Security & Medicare Planning – Optimizing Your Benefits

Women Getting Wise About Wealth  … Read More

13
Jan
WGWAW 2021 IRMAA Medicare Cost Adjustment

2021 IRMAA Medicare Cost Adjustment (pdf)… Read More

13
Jan
Podcast Q&A: Getting Your Financial House in Order – Part 2 (Middle Age)

Andrew MacDougall, Director, Wealth Management at Sapers & Wallack, answers questions about his blog “Getting… Read More

22
Dec
Getting Your Financial House in Order – Part 2 (Middle Age)

In June of 2020, my colleague, Evan Macedo, wrote about taking a practical and proactive… Read More

07
Dec
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  • February 2023 Participant memo: The Importance of naming a Beneficiary
  • How to Not Outlive Your Income
  • January 2023 Participant memo: Financial Wellness 101: The Real Cost of Takeout
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Sapers & Wallack, Inc.

275 Washington Street, Suite 110
Newton, MA 02458
T: 1-617-225-2600 • F: 1-617-830-5521

Securities offered through Lion Street Financial, LLC (LSF), member FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA) and Csenge Advisory Group, LLC. LSF and LSA are not affiliated with Sapers & Wallack or Csenge Advisory Group.

This site is published for residents of the United States only. Registered Representatives of Lion Street Financial, LLC and Investment Advisor Representatives of Lion Street Advisors, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Check us out on BrokerCheck.

This website and its content is copyright of Sapers & Wallack, Inc © 2021. All rights reserved.

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  • Individuals
    • Insurance
      • Life Insurance
      • Long Term Care Insurance
      • Disability Insurance
      • Property and Casualty Insurance
      • Medicare
    • Wealth Management
      • Annuities
      • Retirement Planning
      • Financial Planning
      • Charitable Strategies
      • Women Getting Wise About Wealth
  • Businesses
    • Retirement Plans
    • Financial Wellness
    • Executive Benefits
    • Group Benefits
    • Business Continuity
    • Business Insurance
    • Charitable Strategies
  • About Us
    • Our Story
    • Our Team
    • Diversity & Inclusion
    • Charitable Initiatives
    • News & Events
    • Careers
  • Learning Center
    • Women Getting Wise About Wealth
    • For Individuals
    • For Businesses
    • For Advisors
    • News & Events
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  • Women & Wealth Fiduciary Briefcase eMoney WellCents

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