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

Is an IRA charitable rollover always the best way to give?

  In the Colby College Office of Gift Planning Fall 2022 Newsletter Aviva Sapers authors… Read More

Podcast Q&A: “How a Fixed Annuity Can Fill a Gap in Your Retirement Savings Plan“

Aviva Sapers, CEO and Kim Bernabeo Landry, Director, Insurance Underwriting Advocacy at Sapers & Wallack… Read More

How Aware Are You About Your Life Insurance Needs?

By Aviva Sapers  September is National Life Insurance Awareness Month—every year companies that work in… Read More

How a Fixed Index Annuity Can Fill a Gap in Your Retirement Savings Plan

/// By Aviva Sapers and Kim Bernabeo Landry Amid the economic uncertainty and volatile stock… Read More

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