Sandbox Client Letter - 4Q 2021
Sandbox Financial Client Letter for 4Q 2021
Please see our two newsletters below:
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2022 Contribution Limits for Retirement Plans
The IRS released their 2022 Retirement Plan Contribution Limits.
Sandbox Chartbook - Q4 2021
Sandbox Financial Chartbook for 4Q 2021. A series of market and economic related data and charts providing a visual of the past and prospects of the future.
What Is a Living Trust?
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.
Maximize Your Medicare Deductions
Medicare is a great benefit for retirees. Learn how to make the most out of your Medicare deduction with these tips.
December Is Identity Theft Protection Awareness Month
It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.
Sandbox Monthly: Stock Market Hits a Roadblock with the Omicron Variant
Sandbox Financial Monthly Commentary, December 2021. Stock Market Hits a Roadblock with the Omicron Variant
Investing for Total Return or High Dividend Yield?
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.
Are You Eligible for Catch-Up Contributions?
Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?
Your 2021 Guide to Year-End Charitable Giving
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.
Top Healthcare Costs in Retirement
When planning your retirement income, you should include healthcare costs. Here are some of the top healthcare costs in retirement to consider.
End-of-the-Year Money Moves in 2021
Here are some things you might consider before saying goodbye to 2021.