June 2022 Participant memo: Beneficiary Designations Who will get your money?

  We know you are ready for summer! But how’s your retirement plan doing? Summer… Read More

June 2022 Participant memo: Beneficiary Designations Who will get your money?

Although not a pleasant topic, it is an important one – Who is the named… Read More

Podcast Q&A: Benefits of a Roth Conversion

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

Benefits of a Roth Conversion

With Americans living, on average, longer than before and the strength of Social Security and… Read More

May 2022 Participant memo: Millennials – The Time to Start Saving is Now!

Typically, younger people don’t make retirement savings a priority. Living expenses, student debt, rent or… Read More

Podcast Q&A: Financial Matters for Women in Divorce

Aviva Sapers, CEO of Sapers & Wallack and Lisa M. Cukier, Partner & Co-Chair of… Read More

April 2022 Participant memo: Tax Saver’s Credit: Get the “Credit” You Deserve!

Tax Saver’s Credit: Get the “Credit” You Deserve! You may be eligible for a valuable… Read More

Participant Memo March 2022: Planning Financial Futures

March’s Participant Memo discusses Planning Financial Futures. Participant memo March 2022… Read More

Financial Matters for Women in Divorce

/// By Aviva Sapers and Lisa M. Cukier Regardless of the circumstances, divorce is always… Read More

Podcast Q&A: Department of Labor is Focusing on the Rollout of a Lifetime Income Product for Retirement—What Does that Mean for You?

Scott Tuxbury, Vice President, Retirement & Wealth Management of Sapers & Wallack, answers questions about… Read More