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Podcast Q&A: “Reduced Health Care Costs & Shared Profits with the InCap® Group Captive“

Paul Clark, Managing partner, National Health Care Captive Practice Leader of Clark & Lavey, A… Read More

29
Jun
Reduced Health Care Costs & Shared Profits with the InCap® Group Captive

/// By Paul Clark and Evan Macedo Squeezed between the perpetually rising cost of health… Read More

14
Jun
June 2022 Participant memo: Beneficiary Designations Who will get your money?

Although not a pleasant topic, it is an important one – Who is the named… Read More

01
Jun
Podcast Q&A: Benefits of a Roth Conversion

Andrew MacDougall, Director of Wealth Management of Sapers & Wallack, answers questions about his blog… Read More

25
May
The Year of Executive Benefits

Aviva Sapers and Patrick Bugbee take part in a deep dive discussion with Nathan Gobes… Read More

11
May
Podcast Q&A: “Disability – Why is Income Protection Important?

Aviva Sapers, CEO and and Kristen Maalouf, Executive Assistant of Sapers & Wallack , answer… Read More

10
May
Podcast Q&A: “Has Your Company Taken Advantage of the R&D Tax Credit Program?“

Evan Macedo, Treasurer & Vice President of Finance & Operations at Sapers & Wallack and… Read More

27
Apr
May 2022 Participant memo: Millennials – The Time to Start Saving is Now!

Typically, younger people don’t make retirement savings a priority. Living expenses, student debt, rent or… Read More

27
Apr
Sapers & Wallack Named to List of Nation’s Top DC Advisor Teams

ARLINGTON, VA — Sapers & Wallack has been named to the National Association of Plan… Read More

27
Apr
Has Your Company Taken Advantage of the R&D Tax Credit Program?

/// By Skyler Kressin and Evan Macedo Amid the scramble of PPP loans and tax… Read More

26
Apr
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Latest Resources
  • March 2023 Participant memo: Planning Financial Futures
  • Podcast Q&A: “Disinherit the IRS With a Zero Estate Tax Strategy“
  • February 2023 Participant memo: The Importance of naming a Beneficiary
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Sapers & Wallack, Inc.

275 Washington Street, Suite 110
Newton, MA 02458
T: 1-617-225-2600 • F: 1-617-830-5521

Securities offered through Lion Street Financial, LLC (LSF), member FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA) and Csenge Advisory Group, LLC. LSF and LSA are not affiliated with Sapers & Wallack or Csenge Advisory Group.

This site is published for residents of the United States only. Registered Representatives of Lion Street Financial, LLC and Investment Advisor Representatives of Lion Street Advisors, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Check us out on BrokerCheck.

This website and its content is copyright of Sapers & Wallack, Inc © 2021. All rights reserved.

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  • Individuals
    • Insurance
      • Life Insurance
      • Long Term Care Insurance
      • Disability Insurance
      • Property and Casualty Insurance
      • Medicare
    • Wealth Management
      • Annuities
      • Retirement Planning
      • Financial Planning
      • Charitable Strategies
      • Women Getting Wise About Wealth
  • Businesses
    • Retirement Plans
    • Financial Wellness
    • Executive Benefits
    • Group Benefits
    • Business Continuity
    • Business Insurance
    • Charitable Strategies
  • About Us
    • Our Story
    • Our Team
    • Diversity & Inclusion
    • Charitable Initiatives
    • News & Events
    • Careers
  • Learning Center
    • Women Getting Wise About Wealth
    • For Individuals
    • For Businesses
    • For Advisors
    • News & Events
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  • Women & Wealth Fiduciary Briefcase eMoney WellCents

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