Latest From Our Blog

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

No one said investing is easy; watching your money fluctuate in value is emotional. Despite the markets ups and downs, staying invested for the long term dramatically improves your probability of success. The Cycle of Investor Emotions and Cycle of Market Emotions show it's easier to be an investor than a trader.

Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.

Business transition planning can often be one of the most overlooked sources of retirement income for small business owners. Here are 5 tips to consider when creating your transition strategy.

Preparing for a business valuation doesn't have to be complicated. This quick guide will help you understand the methods and steps required to calculate the value of a business.

Developing and offering a 401(k) plan for your employees is no easy feat, but working with a trusted Sandbox advisor can take some stress off your shoulders.

With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.

Meme stocks make headlines - but do they make good investments? Before the next hot stock emerges, here's what to know about meme stocks.

Sandbox Financial Monthly Commentary, September 2021. Federal Reserve Policy & Economic Data Updates

Looking for a simple formula to figure out how many years it will take for your investments to double? The Rule of 72 can help. This simple guide will help answer your questions.

As you celebrate Labor Day and the start of Fall, keep your own work-life balance in check with these tips.