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Sapers & WallackSapers & Wallack
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How to Not Outlive Your Income

By Aviva Sapers  Many of our clients have voiced a concern of outliving their income.… Read More

17
Jan
Disinherit the IRS With a Zero Estate Tax Strategy

By Aviva Sapers  For high net worth individuals, finding efficient techniques for limiting the amount… Read More

07
Dec
Rethinking the Approach to Long Term Care Insurance

By Aviva Sapers  Historically, many people do not purchase Long Term Care (LTC) Insurance despite… Read More

17
Nov
Employee Benefit Audits – Lessons Learned from Seasoned Professionals

/// By Adam Shaker and Scott Tuxbury When structuring and maintaining an employee benefit plan… Read More

14
Sep
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
How a Fixed Index Annuity Can Fill a Gap in Your Retirement Savings Plan

/// By Aviva Sapers and Kim Bernabeo Landry Amid the economic uncertainty and volatile stock… Read More

12
Aug
Executive Benefits Today

By Aviva Sapers During the Great Resignation, it has become even more important to find… Read More

26
Jul
How a Personalized Retirement Employer Plan Meets the Needs of an Evolving Market

The retirement plan landscape is rapidly changing and increasingly complex. Between volatile markets, the boom… Read More

11
Jul
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
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Latest Resources
  • March 2023 Participant memo: Planning Financial Futures
  • Podcast Q&A: “Disinherit the IRS With a Zero Estate Tax Strategy“
  • February 2023 Participant memo: The Importance of naming a Beneficiary
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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
    • Financial Wellness
    • 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
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  • Women & Wealth Fiduciary Briefcase eMoney WellCents

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