Latest From Our Blog

2020 has been a difficult year for many but 2021 brings a fresh start. Utilize these 7 financial moves to make the coming year less stressful.

COVID-19 may have put a damper on your plans for the year. Use these 6 tips to boost your financial security and help fund your retirement bucket list.

Student loan debt for medical students in the US at graduation is $192,000, which is 5x more the $37,172.2 of average students. If you are an MD, then these 5 things should factor most when creating your financial plan.

The CARES Act was passed nearly eight months ago, but there's one benefit you may have overlooked. As you give to your favorite organizations this holiday season, keep this important change in mind.

Apple, Tesla & McCormick all have one thing in common - they announced stock splits this year. Should you take advantage of more affordable share prices? Here are a few items to consider first.

Time to refocus your post election stress to your financial plan. We remain bullish and optimistic into next year and provide some clarity, charts and guidance for your investment review.

When tax planning, it is important to understand the fundamental difference between tax credits and tax deductions.

The winner of the 2020 U.S. Presidential election could have a profound impact on your estate and gift tax obligations moving forward. As the election day results are now just days away, here's what you need to know.

Stock markets are reacting to the upcoming presidential election, a lack of stimulus and the ongoing coronavirus pandemic. Sandbox Financial provides perspective and how we are navigating our clients through this turbulent time.

If 2020 has ignited a passion for realigning your wealth with your values, socially responsible investing may be right for you.