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Homeownership comes with major financial responsibilities, but also major tax perks.
When a client passed away overseas, Andrew Salcetti flew into D.C. to help her son navigate a maze of paperwork, banks, and estate issues. They’d never met—yet by the end of that emotional day, the client’s son became one of Sandbox’s most loyal clients. In this conversation, Andrew shares the behind-the-scenes story of Sandbox’s launch, their $600M growth, and the life lessons he’s teaching his kids about money.
Medicare is more complex than many realize. This guide clears up 7 common myths about enrollment, costs, and what Medicare actually covers so you can make informed decisions.
Looking to save more on taxes while accelerating your retirement savings? A cash balance plan might be the overlooked solution you need, especially if you're a high-income business owner.
Is paying a financial advisor worth the fee? For many investors, the answer is yes. A skilled advisor can add significant value beyond asset allocation. Here’s how.
Choosing the right financial advisor can make a big impact on your financial future. Asking the right questions—about their investment philosophy, fee structure, services, and communication style—ensures you find the best fit for your needs. Here are five key questions to ask your financial advisor.
What does FDIC insurance really cover and how can you protect more than $250,000 in cash?
If you earn too much to contribute directly to a Roth IRA, there's still a way in: the backdoor Roth.
Bear markets can feel unsettling, but they’re a normal part of long-term investing. Here’s what you need to know and how to navigate them with confidence
Market losses never feel good, but they may offer a silver lining. Learn how tax loss harvesting works and how it could lower your tax burden.
Many parents and grandparents we work with choose to give an early inheritance—helping loved ones buy a home, pay off debt, or invest—rather than waiting 20+ years. Learn how well-timed financial support can make a lasting impact.