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Newsletters

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.

The Pros and Cons of Borrowing From Your 401(k) Plan

One of the biggest disadvantages that participants face when taking a loan from a retirement plan is that the dollars used to pay the interest on the loan from the account are taxed twice. According to Lloyd Sacks, managing director of Sacks & Associates and a certified financial planner professional, the first tax occurs when the participant earns the funds and pays income tax on that earned income.

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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