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At Sachs Financial we create a customized plan based on your own values and beliefs about money and reflect your own unique goals and priorities.
Below, we are offering complimentary downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight white papers helpful.
Tax Planning Guide
Your Roadmap To Reducing Taxes In This Year And The Future
After the many changes to the financial landscape that came over the last few years, filing your taxes this year could be complicated. Maybe you stopped working, realized investment losses, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact how your tax level may change and if you need to rethink your tax strategy.
Social Security Guide
Optimizing Your Social Security In Today’s World
Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, “Optimizing Your Social Security in Today’s World,” you’ll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.
Important Birthdays Over 50
Now the real fun begins!
Before you begin planning your retirement, be sure to mark these important dates in your calendar. Starting at age 50, several birthdays – including “half-birthdays” – are critical to strategize for as they have crucial implications for your retirement future.
Retirement Compensation Plan (RCP)
Do I Need An RCP?
You wouldn’t start a new job or a career without having a compensation plan, so why start retirement without one?
The Sachs Financial Retirement Compensation Plan (RCP) is a step-by-step guide detailing retirement income, inflation protection, and long-term risk reduction that seeks to replicate the same income structure you had while you were working.
Renewed Collection Efforts on Defaulted Student Debt
What You Need to Know
Starting May 5, 2025, federal collections on defaulted student loans resume, potentially impacting over 5 million borrowers. This white paper breaks down what’s changing, what actions you need to take now, and how to avoid serious financial consequences.
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