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Sapers & WallackSapers & Wallack
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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
Benefits of a Roth Conversion

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

10
May
Has Your Company Taken Advantage of the R&D Tax Credit Program?

/// By Skyler Kressin and Evan Macedo Amid the scramble of PPP loans and tax… Read More

26
Apr
Disability – Why is Income Protection Important?

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

19
Apr
Financial Matters for Women in Divorce

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

08
Mar
Department of Labor is Focusing on the Rollout of a Lifetime Income Product for Retirement—What Does that Mean for You?

In 2007, I worked at a large multi-national asset management firm and was asked to… Read More

08
Feb
Employee Retention Credit – There Is Still Time To File

Amid the turmoil caused by the ongoing pandemic, it has been difficult for business owners… Read More

10
Jan
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
Long Term Care Coverage as an Executive Benefit

We are living and working longer than the generations that came before, but the strength… Read More

08
Nov
Cybersecurity: Is It Worth It?

Over a year ago, near the start of the pandemic, I wrote a blog about… Read More

05
Oct
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  • June 2022 Participant memo: Beneficiary Designations Who will get your money?
  • Reduced Health Care Costs & Shared Profits with the InCap® Group Captive
  • June 2022 Participant memo: Beneficiary Designations Who will get your money?
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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
    • Women Getting Wise About Wealth
    • For Individuals
    • For Businesses
    • For Advisors
    • News & Events
    • Blogs & Podcasts
  • Contact
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  • Women & Wealth Fiduciary Briefcase eMoney WellCents

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