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Holly Knight, Director of Retirement Outcomes at Sapers & Wallack answers  questions about our June blog, How to Utilize Technology Tools to Boost Financial Wellness

 

Scott Tuxbury, Vice President and Leader for the Retirement and Wealth Management Practices at Sapers & Wallack answers  questions about our May blog, Contributing to an emergency Savings Account Through Payroll Deduction. Share this postFacebook0TwitterLinkedinPinterest0

I have worked in the financial services industry with life insurance products and estate planning for over 25 years, and in that time, I have had the opportunity to help many families file policy claims as they settle the estates … Continue reading

Regardless of your financial situation, for most of us, saving the right amount of money for retirement can be difficult. Establishing sources of replacement income that will allow you to consistently maintain your expected lifestyle after your working years often … Continue reading

Scott Tuxbury, Vice President and Leader for the Retirement and Wealth Management Practices at Sapers & Wallack answers  questions about our January blog, Using Life Insurance to Offer Diversified, Tax-Advantaged Retirement Savings Share this postFacebook0TwitterLinkedinPinterest0

Historically, there are many who do not purchase Long-Term Care (LTC) Insurance despite the increasing likelihood that prolonged financially debilitating needs for care may arise at some point in our future. Older Americans and nursing facilities being hit so hard … 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

Aviva Sapers, President and CEO of Sapers & Wallack, and Peter Stoner, President and CEO of Stoner & Company, answer questions about our October blog ‘Medicare Coverage: What to expect, how to enroll, and will you need supplemental plans for retirement’.Share this postFacebook0TwitterLinkedinPinterest0

For most Americans in 2019, the idea of retirement is associated more with a sense of anxiety than the promise of relaxation it once inspired. Have I saved enough? When should I stop working? Will I have a guaranteed source … Continue reading

On average, Americans are living longer than ever before. This reality has complicated the planning and saving stage of retirement as we struggle to secure enough income to cover our needs for the duration of our lifetime. One increasingly critical … Continue reading