October 2026 Participant Memo: MONEYMAXXING The Social Media Trend for Making Every Dollar Work Harder
Shopping hauls and unboxing videos are familiar fares on TikTok and Instagram, but finding ways… Read More
Oct
Podcast: How life insurance is used to help creating successful Estate Planning outcomes
Aviva Sapers, President & CEO at Sapers & Wallack, and Andrew MacDougall, Partner & Managing… Read More
Oct
3 Questions in 3(ish) Minutes: Aviva Sapers and Henry Marley Talk Moving to a New Firm, Meaningful Cases in Estate Planning, and the Beauty of Local Vacationing
In this edition of our 3×3 podcast series, Aviva Sapers, chats with Henry Marley about… Read More
Sep
September 2026 Participant Memo: Financial Tools at Work Could Help You Take Control of Your Money
A little practical guidance can go a long way, whether you’re trying to make a… Read More
Sep
Executive Benefits Decisions That Create Problems Later — and How to Avoid Them
/// By Patrick Bugbee Executive benefit plans are almost always established with the best intentions.… Read More
Sep
August 2026 Participant Memo: Thinking About Retiring Early? Consider Asking Yourself These 5 Questions
For many Americans, working to or through “traditional” retirement age may be the right choice… Read More
Aug
July 2026 Participant Memo: Beyond Financial IQ: Confidence Matters
If you listen to financial podcasts, watch TikTok budgeting videos, or read investing tips from… Read More
Jul
Disability Planning for Small Businesses Is Really About Protecting Choice
/// By Dr. Lydia Knutson & Aviva Sapers Disability planning is often misunderstood as a… Read More
Jun
June 2026 Participant Memo: Timing Is Everything: What to Know About 403(b) Vesting
A 403(b) isn’t just a tool for your own savings. It can also help you… Read More
Jun
June 2026 Participant Memo: Timing Is Everything: What to Know About 401(k) Vesting
A 401(k) isn’t just a tool for your own savings. It can also help you… Read More
Jun