Sandbox Client Letter - 2Q 2021
Sandbox Financial Client Letter for 2Q 2021.
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Happy Independence Day! 5 Ways to Find Your Financial Independence This Year
Nothing says the Fourth of July like fireworks, hot dogs and summer fun. But in honor of Independence Day, spend some time this month working toward your own financial freedom as well.
5 Investment Tips We Wish We Could Tell Our Younger Selves
Hindsight is 20/20, and there are ways in which everyone wishes they would have handled their money differently in the past. Here are a few things we wish our younger selves knew when it came to building a portfolio.
Retirement Checklist: 6 Things To Do Before Claiming Social Security
Before you can begin to claim any Social Security benefits be sure you're checking these 6 things off your list to start your retirement off on the right foot.
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come
If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.
Should You Be Utilizing Donor-Advised Funds in 2021? These 4 Tax Benefits May Help Make Up Your Mind
A donor-advised fund can help you maximize your charitable deductions for the year. But did you know it also comes with additional tax benefits? Read on to learn more.
History Lessons from past Tax hikes
History lessons from past tax hikes. Higher tax rates have not always been negative for the stock market despite investor expectations.
May 15 Is International Day of Families: 4 Ways to Teach Your Kids About Money
In celebration of the International Day of Families, we're offering 4 stress-free tips to teaching your kids about money.
The ABCs of Medicare: What Recent Retirees Need to Know About Their Coverage Options
You may be eligible for Medicare soon, but do you know the ins and outs of your coverage options? Here's a breakdown of Medicare Parts A, B, C & D.
Bill & Melinda Gates Are Divorcing: A Reminder About Protecting Yourself Financially During Divorce
Divorce is a life-altering process no matter your net worth. If this is something you may be going through, there are a few things you can do now to help protect your financial wellbeing.
What Are SPACS, and Should I Be Invested in Them? Your Questions Answered
SPACs have become a popular investment strategy, raising substantial funds in 2020. But how do SPACs work? And should you be investing in them?
What Is an NFT?
NFTs are one of the latest buzzworthy investment trends - but what exactly are they? We've got your biggest questions answered.