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

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.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

More Newsletters →