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.

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Newsletters

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

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