December 2022 Participant memo: ‘Tis the Season for Investing

During the holidays, we think about spending time and reconnecting with family and friends, cozying… Read More

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

November 2022 Participant memo: Are You Thankful for Your Health?

The holidays are upon us! Staying healthy just might make you wealthy. With small lifestyle… Read More

October 2022 Participant memo: Market Trick and Treats

With the recent market volatility, it’s understandable that you may be concerned about your investments.… Read More

Employee Benefit Audits – Lessons Learned from Seasoned Professionals

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

Podcast Q&A: “Employee Benefit Audits – Lessons Learned from Seasoned Professionals“

Scott Tuxbury, Vice President, Retirement & wealth Management at Sapers & Wallack and Adam shaker,… Read More

September 2022 Participant memo: Retirement Readiness: How will you Prepare?

Much has been made of the current state of the American worker as it pertains… Read More

Podcast Q&A: “Executive Benefits Today“

Aviva Sapers, CEO and Patrick J.Bugbee. Director, Executive Benefits & Administration at Sapers & Wallack… Read More

August 2022 Participant memo: Back To School

        Contact Us Schedule a meeting with one of our Wealth Advisors… Read More

Executive Benefits Today

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