Learning Center for Individuals
Browse our latest or list by category:
Browse our latest or list by category:
Aviva Sapers, CEO and Andrew MacDougall, Director, Wealth Management at Sapers & Wallack, answer questions about their new book “Someday is Not a Day of The Week – Unlock Your Financial Potential”. Read More
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
Aviva Sapers, CEO at Sapers & Wallack answers questions about her blog “Rethinking the Approach to Long Term Care Insurance” You can read the blog: “Rethinking the Approach to Long Term Care Insurance” here. Read More
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
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
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
Scott Tuxbury, Vice President, Retirement & Wealth Management of Sapers & Wallack, answers questions about his blog “Department of Labor is Focusing on the Rollout of a Lifetime Income Product for Retirement-What Does that Mean for You?” You can read the blog: “Department of Labor is Focusing on the Rollout of a Lifetime Income… Read More Read More
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
Aviva Sapers, President and CEO of Sapers & Wallack, answers questions about her blog “Long Term Care Coverage as an Executive Benefit” You can read the blog “Long Term Care Coverage as an Executive Benefit” here. Read More
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
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
Scott Tuxbury, Vice President and Leader for the Retirement and Wealth Management Practices at Sapers & Wallack answers questions about our May blog, Contributing to an emergency Savings Account Through Payroll Deduction. Read More
Kristen Maalouf, Executive Assistant of C-Suite Financial Services at Sapers & Wallack answers questions about our February blog, “Estate Planning To-Do-List – No Matter What Stage of Life You Are At”. Read More
Scott Tuxbury, Vice President and Leader for the Retirement and Wealth Management Practices at Sapers & Wallack answers questions about our January blog, Using Life Insurance to Offer Diversified, Tax-Advantaged Retirement Savings Read More
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
Scott Tuxbury, Vice President and Leader for the Retirement and Wealth Management Practices at Sapers & Wallack answers questions about our September blog, “Why Retirement Planning Must Account for the Rising Cost of Healthcare” Read More
Scott Tuxbury, Vice President and Leader for the Retirement and Wealth Management Practices at Sapers & Wallack answers 3 questions about our March blog, “What is a Roth IRA and Why Do I need One?” Listen to our podcast here: Read More
Scott Tuxbury, Vice President and Leader for the Retirement and Wealth Management Practices at Sapers & Wallack answers 3 questions about our February blog, “Reimagining Retirement Distribution Planning”. Listen to our podcast here: Read More