www.agsachs.com, financial adviser, financial services, insurance, investments

Arthur G. Sachs
 

 

 

 

Financial Adviser
 

Investment Adviser Representative
 

Financial Services Representative

 

 

 

 

I am committed to helping my clients make informed decisions to meet their investment and protection needs. Any recommendations we provide are offered only after

  • thoroughly discussing what's important to you,
  • reviewing your current circumstances,
  • identifying your individual or corporate goals, and
  • considering other relevant factors, such as your personal preferences, budget, risk tolerance, and investment experience.

Please have a look at the information in the learning center and newsletters below

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For a "no obligation" consultation,

please click here to contact Art Sachs

 

 

 

 

 

CA Insurance License #0C51052

AZ Insurance License #958706

 

 

I am licensed and registered to offer products and services in [NY]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Retirement Toolbox

Tools to help you begin the process of ensuring the retirement lifestyle you want.

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Financial Calculators

Tools to help you estimate answers to common financial questions.

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Retirement IQ Quiz

How much do you know about Retirement Income?

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Disability Income Insurance

How much Disability Income Insurance do you need?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

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