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Sandbox Financial Monthly Commentary, December 2021. Stock Market Hits a Roadblock with the Omicron Variant

Investing for Total Return versus High Dividend Yield has been an endless discussion. Retirees looking to generate income from their investment portfolios often look to generate high yield in an attempt to maintain principal. By doing this, they are missing the opportunity for significant account appreciation or potentially a smoother path to keeping principal in tact.

Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.

When planning your retirement income, you should include healthcare costs. Here are some of the top healthcare costs in retirement to consider.

Here are some things you might consider before saying goodbye to 2021.

A divorce is never easy, but medical professionals tend to face a few additional hurdles during the process.

Sandbox Financial Monthly Commentary, November 2021. Examining the Stagflation Debate

You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.

2021 has proved to be a choppy year for investors despite market indices being firmly green. Being more broadly allocated and diversified in 2021 has proven to be a winning formula after a strong recovery from the pandemic lows last year.

The Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022.

Sandbox Financial Client Letter for 3Q 2021