Learning Center for Individuals
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Learning Center for Individuals
3 Questions in 3(ish) Minutes: Aviva Sapers Talks With Elissa Regovin and Aliza Dash About Their Specialized Work in Elder Moves Real Estate
In this edition of our 3×3 podcast series, Aviva Sapers chats with Elissa Regovin and Aliza Dash of Hammond Residential about their targeted approach to the real estate needs of seniors. Read More
Podcast: How life insurance is used to help create successful Estate Planning outcomes
Aviva Sapers, President & CEO at Sapers & Wallack, and Andrew MacDougall, Partner & Managing Director of Wealth Management in conversation with Minerva Pinto, Private Wealth + Art Law Attorney at Holland & Knight LLP, around questions about how life insurance can be used as a vital tool in estate planning for tax liquidity, equalization,… Read More Read More
3 Questions in 3(ish) Minutes: Aviva Sapers and Robin Gross Talk Meaningful Client Engagements, Life Advice, and What Makes Alliance Mediation Services Stand Out
In this edition of our 3×3 podcast series, Aviva Sapers welcomes Robin Gross, Founder of Alliance Mediation Services, for a short Q&A. Read More
3 Questions in 3(ish) Minutes: Evan Macedo and Tim Borchers Talk Life Defining Advice, Meaningful Challenges, and Best Books
In this edition of our 3×3 podcast series, Evan Macedo welcomes Tim Borchers, Founder of Borchers Trust Law, for a short Q&A on the value of being yourself professionally and guiding your clients for lasting impact. Read More
Podcast: What Clients Should Ask Their CPA Before Asking Their Advisor About Retirement Income
Aviva Sapers, President & CEO at Sapers & Wallack, and Jonalyn Sullivan, CPA, & Partner at LGA, answer questions about what should ask their CPA before asking their advisor about retirement income. Read More
3 Questions in 3 Minutes: David Appel and Steven M. Carr Explore Advice, Impact & Client Success
In this thought-provoking edition of our 3×3 podcast series—three questions, three minutes, endless insight—David Appel welcomes Steven M. Carr, Partner at Rubin and Rudman LLP, for a rapid-fire conversation that dives into the heart of professional purpose. Together, they unpack the real-world challenges they’ve helped clients overcome, the advice that shaped their journeys, and the… Read More Read More
3 Questions in 3 Minutes: Aviva Sapers Talks Leadership, Legacy & Insurance with Hilb NE EVP Cristie Hanaway
In this energising episode of our 3×3 podcast series—three bold questions in just over three minutes—Aviva Sapers sits down with Cristie Hanaway, Executive Vice President at Hilb NE, for a fast-paced, heartfelt conversation that blends professional wisdom with personal flair. From the advice that shaped her career to the places that inspire her most, Cristie… Read More Read More
3 Questions in 3 Minutes: Aviva Sapers Interviews Estate Planning and Probate Attorney, Melissa Sydney
In this episode of our 3×3 podcast series—three thoughtful questions in just over three minutes—Aviva Sapers sits down with Melissa Sydney, partner at Tarlow Breed Hart & Rodgers P.C. and a trusted voice in estate planning and probate law. Their brief but engaging exchange dives into the kinds of questions that reveal the heart behind… Read More Read More
3 Questions in 3 Minutes: Aviva Sapers Interviews International Tax Expert Ken Vacovec
In this episode of our 3×3 podcast series—three thoughtful questions in just over three minutes—Aviva Sapers sits down with Ken Vacovec, founding partner of Vacovec, Mayotte & Singer and a recognized leader in U.S. and international tax law. Their quick but rich conversation explores the kinds of questions that spark personal reflection and reveal what… Read More Read More
3 Questions in 3 Minutes: Aviva Sapers Interviews Family Law Powerhouse Lisa Cukier
Welcome to the debut episode of our new 3×3 podcast series—three thoughtful questions in just over three minutes with standout voices from across our industry. In this episode, Aviva Sapers sits down with Lisa Cukier, Partner at Rubin and Rudman and a leading figure in family law. Their conversation touches on the kinds of questions… Read More Read More
Podcast: On-Mic with Jordan Rich. Someday is Not a Day of The Week: Unlock Your Financial Potential Today
One of the smartest resolutions we can all make this time of year is to stop procrastinating. Today’s guest has fine advice as to how we can take command of our financial wellness and plan effectively for retirement. Financial advisor Aviva Sapers, along with co-author Andrew MacDougall, has written, “Someday Is Not a Day of… Read More Read More
Podcast Q&A: Financial Planner & Estate Planning Attorney: Working Together
Andrew MacDougall, Director of Wealth management at Sapers & Wallack, and Bryce J. Helfer, Attorney at Nixon Peabody, answer questions about working together for estate planning needs of their clients. WE HAVE MOVED! You can find us at: 313 Washington Street, Suite 308, Newton, MA 02458 Read More
Podcast Q&A: “How a Fixed Annuity Can Fill a Gap in Your Retirement Savings Plan“
Aviva Sapers, CEO and Kim Bernabeo Landry, Director, Insurance Underwriting Advocacy at Sapers & Wallack answer questions about their blog “How a Fixed Annuity Can Fill a Gap in Your Retirement Savings Plan” You can read the blog: “How a Fixed Annuity Can Fill a Gap in Your Retirement Savings Plan)” here. Read More
Podcast Q&A: “Disability – Why is Income Protection Important?
Aviva Sapers, CEO and and Kristen Maalouf, Executive Assistant of Sapers & Wallack , answer questions about their blog “Disability – Why is Income Protection Important?” You can read the blog: “Disability – Why is Income Protection Important?‘” here. 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 Burns & Levinson LLP, answer questions about their blog “Financial Matters for Women Divorce” You can read the blog: “Financial Matters for Women in Divorce‘” here. LISA M. CUKIER is a Partner, Co-Chair of the Private Client Group, and Executive… Read More Read More
Podcast Q&A: Getting Your Financial House in Order – Part 2 (Middle Age)
Andrew MacDougall, Director, Wealth Management at Sapers & Wallack, answers questions about his blog “Getting Your Financial House in Order – Part 2 (Middle Age)” You can read the blog “Getting Your Financial House in Order – Part 2 (Middle Age)” here. Read More
Podcast Q&A: Where You Get Your Care Matters
Scott Mathieu answers questions about our September blog. Whether you’re shopping as an individual or working on the HR side of your company benefits plan, doing the research and working with advisors who understand the stakes can not only save money and but also add immensely to the quality of life for you and your… Read More Read More
Podcast Q&A: Why Foreign Nationals, Green Card Holders, and US Citizens who Own Property Abroad and Property in the United States Should Consider Purchasing Life Insurance
Aviva Sapers, President and CEO of Sapers & Wallack, and Kenneth J. Vacovec, Founding Partner of Vacovec, Mayotte & Singer, answer questions about their blog “Why Foreign Nationals, Green Card Holders, and US Citizens who Own Property Abroad and Property in the United States Should Consider Purchasing Life Insurance” You can read the blog “Why… Read More Read More
Podcast Q&A: Medicare Coverage: What to Expect, How to Enroll, and Will you Need Supplemental Plans for Retirement
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’. Read More