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Sandbox Financial Partners Client Letter for 1Q 2023 Recap & 2Q 2023 Outlook

A Cash Balance Plan combines the high contribution limits of traditional defined benefit plans with the flexibility and portability of a 401(k) plan. Cash Balance plans can be an ideal solution for business owners looking to reduce tax liabilities and accelerate retirement savings.

Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.

Bank failures are major events but they have occured before and will occur again. Swift action by regulators to make depositors whole provides confidence in the banking system, which is extremely important.

Do you have a Divorce Financial Plan? Divorce can elicit a wide range of emotions, both positive and negative, depending on the individual's unique circumstances and perspective. Time to Navigate Divorce with Smart Financial Planning.

Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.

A Bipartisan Social Security Proposal hits the floor of Congress. Here are some of the proposed revisions to the Social Security Administration language.

Sandbox Financial Partners Client Letter March 2023. U.S. Economy Continues to Defy Expectations with Impressive 2023 Start

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2023 tax year, which most taxpayers will file in 2024.

Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier.

Sandbox Financial Partners Client Letter February 2023. Global Markets Trade Higher to Start 2023

Are Prenuptial Agreements only for the Wealthy? 3 Common Questions regarding Prenuptial Agreements asked by "people like us."