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For Individuals For Business Owners For Advisors
Podcast Q&A: “Rethinking the Approach to Long Term Care Insurance“
Podcast Q&A: “Rethinking the Approach to Long Term Care Insurance“
December 14, 2022

Aviva Sapers, CEO at Sapers & Wallack answers questions about her blog “Rethinking the Approach to Long Term Care Insurance”   You can read the blog: “Rethinking the Approach to Long Term Care Insurance” here. Read More

Rethinking the Approach to Long Term Care Insurance
Rethinking the Approach to Long Term Care Insurance
November 17, 2022

By Aviva Sapers  Historically, many people do not purchase Long Term Care (LTC) Insurance despite the increasing likelihood that prolonged, financially debilitating health support may arise at some point in our future. The need for extended coverage has never been so stark as it is today with so many older Americans and nursing facilities being… Read More Read More

Long Term Care Coverage as an Executive Benefit
Long Term Care Coverage as an Executive Benefit
November 8, 2021

We are living and working longer than the generations that came before, but the strength of Social Security and the retirement options afforded to our parents are not what they used to be. Retirement savings, which are mostly our own, have become more important than ever to maintain quality of life in our later years—and… Read More Read More

Podcast Q&A: Long Term Care Coverage as an Executive Benefit
Podcast Q&A: Long Term Care Coverage as an Executive Benefit
November 7, 2021

Aviva Sapers, President and CEO of Sapers & Wallack, answers questions about her blog “Long Term Care Coverage as an Executive Benefit” You can read the blog “Long Term Care Coverage as an Executive Benefit” here.   Read More

Womenology: Parent Caregiving Resources
Womenology: Parent Caregiving Resources
July 3, 2021

Caregiver Resource Sheet (pdf) Read More

Womenology: Caregiver Checklist
Womenology: Caregiver Checklist
July 1, 2021

You as a Caregiver – Caring for Older Parents Checklist (pdf) Read More

Womenology: Managing the Financial Trifecta Caregiver Checklist
Womenology: Managing the Financial Trifecta Caregiver Checklist
May 28, 2021

Managing the Financial Trifecta Your Retirement, Your Parents & Your Kids! Presented by Aviva Sapers & Holly Knight May 20, 2021 Caring for Older Parents: To get a complete picture of what may be coming your way as far as your parents’ needs are concerned this checklist will help you get started. Read More

Womenology: Managing the Financial Trifecta Resource Sheet
Womenology: Managing the Financial Trifecta Resource Sheet
May 28, 2021

Managing the Financial Trifecta Your Retirement, Your Parents & Your Kids! Presented by Aviva Sapers & Holly Knight May 20, 2021 Here is a useful sheet you can download showing the “Parent Caregiving” resources and the “Raising Kids who Launch” resources. Read More

Womenology: Financial Wellness Activity
Womenology: Financial Wellness Activity
May 28, 2021

Make Money not Excuses. A discussion for women to gain control over their finances. Presented by Aviva Sapers, Holly Knight of Sapers and Wallack February 25, 2021 Here is a pdf document of the Womenology Financial Wellness “Your Money Why” Activity Sheet Read More

Womenology: Financial Wellness Handouts
Womenology: Financial Wellness Handouts
May 28, 2021

Make Money not Excuses. A discussion for women to gain control over their finances. Presented by Aviva Sapers, Holly Knight of Sapers and Wallack February 25, 2021 Here is a pdf document of the Womenology Financial Wellness Women and Investing Retirement Options Handouts. Read More

Womenology: Financial Wellness Budgeting Worksheet
Womenology: Financial Wellness Budgeting Worksheet
May 28, 2021

Make Money not Excuses. A discussion for women to gain control over their finances. Presented by Aviva Sapers, Holly Knight of Sapers and Wallack February 25, 2021 Here is a pdf document showing the Womenology Financial Wellness Monthly Budgeting Sheet. Read More

Womenology: Financial Wellness Resource Links
Womenology: Financial Wellness Resource Links
May 28, 2021

Make Money not Excuses. A discussion for women to gain control over their finances. Presented by Aviva Sapers, Holly Knight of Sapers and Wallack February 25, 2021 Here is a pdf document showing the Womenology Financial Wellness Resource Links. Read More

Video: Women Making Sense of Protection Planning
Video: Women Making Sense of Protection Planning
May 6, 2021

Women Getting Wise About Wealth   Read More

Estate Planning To-Do-List – No Matter What Stage of Life You Are At
Estate Planning To-Do-List – No Matter What Stage of Life You Are At
February 3, 2021

I have worked in the financial services industry with life insurance products and estate planning for over 25 years, and in that time, I have had the opportunity to help many families file policy claims as they settle the estates of loved ones. I have seen first-hand the importance of the deceased having a financial… Read More Read More

Podcast Q&A: Estate Planning To-Do-List – No Matter What Stage of Life You Are At
Podcast Q&A: Estate Planning To-Do-List – No Matter What Stage of Life You Are At
February 2, 2021

Kristen Maalouf, Executive Assistant of C-Suite Financial Services at Sapers & Wallack answers questions about our February blog, “Estate Planning To-Do-List – No Matter What Stage of Life You Are At”. Read More

Rethinking the Approach to Long-Term Care Insurance
Rethinking the Approach to Long-Term Care Insurance
November 10, 2020

Historically, there are many who do not purchase Long-Term Care (LTC) Insurance despite the increasing likelihood that prolonged financially debilitating needs for care may arise at some point in our future. Older Americans and nursing facilities being hit so hard by the COVID-19 pandemic might encourage people to want access to home care should they… Read More Read More

Podcast Q&A: Rethinking the Approach to Long-Term Care Insurance
Podcast Q&A: Rethinking the Approach to Long-Term Care Insurance
November 9, 2020

Aviva Sapers, CEO & President at Sapers & Wallack, answers questions about our November blog, Rethinking the Approach to Long-Term Care Insurance. Read More

November is Long-Term Care Awareness Month
November 10, 2018

Long-term illnesses are very challenging emotionally, physically, and especially financially.  I should know, as I have lived through 3 grandparents, 2 in-laws, and one mother who all needed or still need care.  It is difficult to watch those you love lose the ability to do for themselves, and to experience the toll it takes on… Read More Read More

Five Ideal Summer Action Items
July 27, 2018

Have you ever come home from a trip with a renewed perspective?  Sometimes the very activities designed to help us relax can also work to free the mind so we can more easily prioritize what needs to get done.  Here are five goals that can be great to achieve during the rest of the summer.  Click… Read More Read More

Webinar: Long Term Care
October 19, 2016

New Webinar: Long Term Care Long Term Care is one of the most important topics when it comes to your personal financial planning. It takes just one unforeseen accident or illness to put your family’s financial future at risk. Watch our latest webinar to make sure you’re covered when the unforeseen hits you. Read More

Video: Long Term Care Insurance
October 17, 2016

In this video, we are going back to the basics and explain what Long Term Care (LTC) Insurance is, what it covers and why people need it. Learn more about the topic on our Long Term Care Insurance page with a LTC shopper’s guide, tools and calculators and a webinar that walks you through all… Read More Read More

Webinar: Long Term Care
October 10, 2016

Long Term Care is one of the most important topics when it comes to your personal financial planning. It takes just one unforeseen accident or illness to put your family’s financial future at risk.      Aviva Sapers, CEO of Sapers & Wallack and Nancy MacDonald, VP Executive Benefits at Sapers & Wallack take a… Read More Read More

LTC: Tools & Calculators to Identify Financial Exposure
October 26, 2015

Tools and Calculators to identify gaps in your LTC financial protection. Read More

Long Term Care Planning Options
October 21, 2015

Sometimes it’s nice to have the basics laid out on one simple chart. We have attempted to provide just that with LTC Alternatives. Traditional Long Term Care Life Insurance with Long Term Care Rider Life & LTC Hybrid Insurance Self-Insure Life Insurance with Return of Premium Rider Visit our Long Term Care Insurance page and learn… Read More Read More

Today’s Long-Term Care Coverage: Understanding the Fine Print
October 21, 2015

Recognizing the changing priorities and pitfalls of today’s long-term care needs, National Financial Partners has created this document to explore the intricacies of various LTC products with a keen eye toward Understanding the Fine Print. Pressures on Traditional LTC Hybrid/Linked benefit LTC Policies LTC Riders Accelerated Death Benefit for Chronic Illness Riders The Fine Print Contact… Read More Read More

A shoppers guide to LTC Insurance (NAIC)
October 21, 2015

Put together by The National Association of Insurance Commissioners (NAIC), A Shoppers Guide to LTC Insurance was designed to help you answer: What is long term care? Who needs long term care? What are the various insurance options to help pay for it? When does it make sense to buy? Contact us to learn more about how our… Read More Read More

Long Term Care Insurance – A Personal Story
October 15, 2015

Perhaps the best way to communicate about the importance of Long Term Care insurance is to share a personal story – my story. The story about the decline and ultimate death of my own father. It’s hard to talk about something so private in such a context, but that’s the point—LTC insurance comes into play… Read More Read More

5 important facts about Long Term Care (LTC)
October 17, 2013

You Are Probably Not Going Into A Nursing Home, But Don’t Confuse That With Not Planning For Extended Care  When people consider the subject of elder care (often referred to as long term care), they often think about nursing homes. However, elder care has little to do with nursing homes. Understanding the difference can help… Read More Read More

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Sapers & Wallack, Inc.

313 Washington Street, Suite 308
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
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      • Financial Planning
      • Charitable Strategies
      • Women Getting Wise About Wealth
  • Businesses
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    • Business Continuity
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