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
Video: Estate Planning & Philanthropy

Women Getting Wise About Wealth  … Read More

30
Sep