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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

30
Jun
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

01
Jun
Podcast Q&A: Benefits of a Roth Conversion

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

25
May
Benefits of a Roth Conversion

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

10
May
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

27
Apr
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

13
Apr
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

29
Mar
Participant Memo March 2022: Planning Financial Futures

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

09
Mar
Financial Matters for Women in Divorce

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

08
Mar
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

02
Mar
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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
    • 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
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  • Women & Wealth Fiduciary Briefcase eMoney WellCents

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