1160 US Highway 22, Ste 202 Bridgewater, NJ 08807
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Author archives: Lloyd Sacks

Lloyd is the Managing Director of the Private Client Group at Sacks & Associates. He employs a holistic approach to financial planning and works with clients during the accumulation phase of their working years through the post-retirement distribution phase of their lives. Lloyd’s areas of expertise include investing and asset management, retirement planning and cash flow analysis, tax planning, Social Security benefit claiming strategies and risk management. Lloyd is a CERTIFIED FINANCIAL PLANNER ™ professional.

Why You Should Revisit Your Estate Plan

Estate planning is an important, but often times overlooked, aspect of financial planning. Estate plans are used to make sure that an individual’s final property and health care wishes are honored and loved one’s are taken care of in the event of incapacity or after their passing. Estate plans are typically comprised of a variety of legal documents and financial strategies including a will, power of attorney (POA) and health directives, trusts, insurance policies, beneficiary designations, gifting strategies, and projected estate tax liability.

Should You Use a Robo-Advisor?

Technology continues to evolve and change all aspects of our lives—from advances in healthcare that help people live longer, to the imminent arrival of the self-driving car that we often hear about. When it comes to personal finance and investing, robo-advisors, which use algorithms and software to provide automated portfolio management services, and the role that they are filling in the market place is just getting started.

Your Guide to Monetary Gifting this Holiday Season

With the holiday season officially upon us, many of you are probably looking for a gift that could make a difference for a loved one or wondering what you can do to help your community. A monetary gift is a great way to help a family member or friend, or aid a charitable organization in achieving a goal. But before you open your checkbook, it’s important to keep in mind how gifting can fit into your larger financial plan.

National Retirement Security Week – Understanding what you need to do to live your best financial life in retirement

The week began as a national effort to raise public awareness about the importance of saving for retirement and working toward life savings goals. At Sacks & Associates Wealth Management our goal is to help our clients with their financial security leading up to and throughout retirement, so that they can make the most of their golden years.

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