Specializing in the Academic Community

 

 Welcome to Sacks & Associates, LLC.

Sacks & Associates, LLC is a privately held wealth advisory firm established in 2008.  Our experienced team of professionals provides investment management and retirement planning for individuals, families, trusts, and corporations(ie. 401K plans, and pension plans).  Additionally, we provide advice on important financial and wealth preservation issues, including: Retirement Planning, Estate Planning, Insurance, and College Planning.

Comprehensive financial plans coupled with a full array of products and services aid in our ability to meet your long-term financial goals and objectives. We maintain close relationships with clients and provide a high level of service.

Sacks & Associates specializes in relationships with Doctors and Professors that participate in the New Jersey State Alternate Benefit Plans.

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Newsletters

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

The Long Road Ahead

The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

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