Podcast Q&A: Benefits of a Roth Conversion

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

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

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

Benefits of a Roth Conversion

With Americans living, on average, longer than before and the strength of Social Security and… Read More

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

Disability – Why is Income Protection Important?

/// By Aviva Sapers and Kristen Maalouf Think for a moment about your ability to… Read More

Podcast Q&A: Financial Matters for Women in Divorce

Aviva Sapers, CEO of Sapers & Wallack and Lisa M. Cukier, Partner & Co-Chair of… Read More

Participant Memo March 2022: Planning Financial Futures

March’s Participant Memo discusses Planning Financial Futures. Participant memo March 2022… Read More

Financial Matters for Women in Divorce

/// By Aviva Sapers and Lisa M. Cukier Regardless of the circumstances, divorce is always… Read More

Podcast Q&A: Department of Labor is Focusing on the Rollout of a Lifetime Income Product for Retirement—What Does that Mean for You?

Scott Tuxbury, Vice President, Retirement & Wealth Management of Sapers & Wallack, answers questions about… Read More

Department of Labor is Focusing on the Rollout of a Lifetime Income Product for Retirement—What Does that Mean for You?

In 2007, I worked at a large multi-national asset management firm and was asked to… Read More