Sapers & Wallack, Inc.
Sapers & Wallack, Inc.
Blog Post
  • What pre-retirees owe could compromise their future quality of life.The key points of retirement planning are easily stated. Start saving and investing early in life. Save and invest consistently. Avoid drawing down your savings along the way. Another possible point … Continue reading → The post Will Debt Spoil Too Many Retirements? appeared first on Sapers & Wallack.

Sapers & Wallack, Inc.
Sapers & Wallack, Inc.
Blog Post
  • One of the bread-and-butter staples of a well-conceived employee benefit program is the classic group term life insurance.  You join a company, fill out a beneficiary form, and voila, you are provided with group term life insurance equivalent to a … Continue reading → The post Beware of One of the Most Costly “FREE” Employer Provided Benefits, Otherwise Known as the Fallacy of Group Term Life Insu...

Sapers & Wallack, Inc.
Sapers & Wallack, Inc.
Blog Post
  • By now, most of us have learned of the unprecedented data breach reported by the credit bureau Equifax on September 7th.  According to Equifax, personal private information for more than 143 million customers may have been compromised, affecting one in … Continue reading → The post Protecting your identify and credit following the Equifax breach appeared first on Sapers & Wallack.

Sapers & Wallack, Inc.
Sapers & Wallack, Inc.
Blog Post
  • When individuals purchase permanent insurance (whole life, universal life, variable life), as opposed to term insurance, the expectation is that the policy will remain in force as life insurance until death of the insured. However, due to a marked increase … Continue reading → The post Are You In Danger of Outliving Your Life Insurance Policy? appeared first on Sapers & Wallack.

Sapers & Wallack, Inc.
Sapers & Wallack, Inc.
Blog Post
  • Make sure your plan matches your stage in life.Most people do not like thinking about their own death or the death of their family and friends.  Benjamin Franklin’s famously said: “In this world nothing can be said to be certain, … Continue reading → The post Everyone needs an estate plan! appeared first on Sapers & Wallack.

Sapers & Wallack, Inc.
Sapers & Wallack, Inc.
Blog Post
  • Last year my husband and I knew there was something wrong with our boiler, in the basement of our house. We knew this because we lost heat in the house during the winter – twice. We learned that repairing it … Continue reading → The post Summer: An Unlikely Time for Changing CPAs appeared first on Sapers & Wallack.

Sapers & Wallack, Inc.
Sapers & Wallack, Inc.
Blog Post
  • Every May, years of all-night study sessions and grueling examinations endured by thousands of young men and women culminate with graduation and the receipt of a four-year college degree.  While more and more young men and women are attending college, … Continue reading → The post How 529 plans can help take the bite out of the college price tag appeared first on Sapers & Wallack.

Sapers & Wallack, Inc.
Sapers & Wallack, Inc.
Blog Post

New blog articles detected.

  • International Women’s Day: Your Financial Future Matters – Resolve to Be 10% More Engaged

    It’s International Women’s Day, and I have been thinking about how financial advisors interact with women, especially when those women are one half of a couple, and how I wished both advisors and women would behave differently.I’ve been to several … Continue reading → The post International Women’s Day: Your Financial Future Matters – Resolve to Be 10% More Engaged appeared first on Sapers & Walla...

  • Leadership Lessons learned from Bill Belichick

    The Superbowl excitement is behind us and we all celebrated the success of the New England Patriots during the famous Duckboat Parade.The continuous success of this team is possible with a great leader at its helm: Bill Belichick. The way … Continue reading → The post Leadership Lessons learned from Bill Belichick appeared first on Sapers & Wallack.

Sapers & Wallack, Inc.
Sapers & Wallack, Inc.
Blog Post

Gifts in Perpetuity

  • Wooing, educating, maintaining annual gifts for Charitable Institutions is “tough business” for the thousands of fund raisers working desperately to meet ever increasing costs. Most annual gifts are the product of endless meetings, dinners, phone calls, tours and creative discussions.Once … Continue reading →

Sapers & Wallack, Inc.
Sapers & Wallack, Inc.
Blog Post

New blog articles detected.

  • Defined Benefit Plans – A Wealth Accumulation Strategy for High Income Business Owners

    With the end of the year approaching, now is the time for high income earners to assess whether a defined benefit plan makes sense.A defined benefit plan allows the highest deductible contributions of any retirement plan.  This plan allows you … Continue reading →

  • Non-Profit Growth

    During the downturn in the economy, the large non-profit sector was instrumental in helping to maintain jobs in the greater Boston area.  According to federal data, over 17% of all Massachusetts jobs come from the non-profit sector.  During the downturn, … Continue reading →

  • Sapers & Wallack participates in the ‘Be InspiRED’ campaign to promote the National Go RED for Women Day!

    Red is the color of choice for the Sapers & Wallack team these days. This is not the newest fashion trend around Newton, but a cause close to the heart for all of our team members: women’s health.We are proud … Continue reading →

  • It’s January: Start the year off by making your annual IRA contribution

    Happy new year! Now that the holidays are over and all those new year’s resolutions have almost been broken (come on, admit it), here’s something you can do to help your long-term financial situation: make your IRA contribution now. I’m not referring … Continue reading →

  • Oxfam Case Study – Finding the best solution to retain talent

    Oxfam America is known worldwide to “create lasting solutions to poverty, hunger, and social justice.” The non-profit is not only leading the efforts to find new ways to fight hunger, but also re-defines internal organizational structures. To attract and retain … Continue reading →

  • Welcome our new hires

    This year brought additional growth to our Sapers & Wallack family with industry-experts that joined us over the last couple of weeks.We want to take a moment to introduce them and take you on a tiny tour behind the scenes, … Continue reading →

  • New Video: Long Term Disability Insurance

    The year comes to an end and we enjoy the time with family and friends during the holiday season. But many also ask themselves important questions: what happens if this idyllic gathering won’t be possible in the future? What if … Continue reading →

  • Intelligent Charitable Giving

    Charitable Giving is an important topic for us at Sapers & Wallack year round, but especially during the holiday season when the needs of so many come under heightened focus. My family and I remain active supporters of many charities … Continue reading →

Sapers & Wallack, Inc.
Sapers & Wallack, Inc.
Blog Post

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