December 2023 Participant Memo: Financial Frost Checkup

As the winter season blankets our surroundings, it’s the perfect time to conduct a comprehensive… Read More

Does Long-Term Care Insurance Improve Estate and Financial Planning?

/// By Aviva Sapers Estate and financial planning help to ensure a secure and comfortable… Read More

Podcast Q&A: Someday is Not a Day of The Week – Unlock Your Financial Potential Today

Aviva Sapers, CEO and Andrew MacDougall, Director, Wealth Management at Sapers & Wallack, answer questions… Read More

November 2023 Participant Memo: Gobbling Up Good Financial Habits

Holidays are all about spreading cheer and giving, but sometimes people tend to go a… Read More

October 2023 Participant Memo: The Worry on Investors’ Minds

Smart Portfolio Stress Testing: Your Retirement Safety Net You’ve been diligent—saving, monitoring retirement accounts, consulting… Read More

Planning for Family Business Succession: Red Flags & Insider Suggestions

/// By Jeffrey S. Davis & Aviva Sapers Statistics show that only 12-13% of family… Read More

Life Insurance Needs

By Aviva Sapers Why Do You Need Life Insurance? September is National Life Insurance Awareness… Read More

September 2023 Participant Memo: The War on Investors’ Minds

Past Wars and Long-Term Market Performance Since the dawn of time, war and conflict have… Read More

August 2023 Participant Memo: Risk-proofing Your Future: Personal Protection Strategies

Are you prepared for a secure financial future? Discover some key aspects of a comprehensive… Read More

July 2023 Participant memo: Build a Bright Retirement Future

Clear, achievable, and meaningful goals can lay the foundation for success. Vague aspirations may have… Read More