Sapers & Wallack, Inc.
Sapers & Wallack, Inc.
Blog Article

New blog articles detected.

  • Everyone needs an estate plan!
    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 Article

New blog articles detected.

  • Summer: An Unlikely Time for Changing CPAs
    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 Article

New blog articles detected.

  • How 529 plans can help take the bite out of the college price tag
    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 Article

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 Article

New blog articles detected.

  • 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 Article

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 Article

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