Sandbox Client Letter - 1Q 2021
Sandbox Financial Client Letter for Q1 2021
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April Is Financial Literacy Month. Do You Have These 5 Finance Basics Down?
With Spring on the way, April brings us another reason to celebrate - it's Financial Literacy Month! Test your own financial knowledge by reviewing these 5 must-know money basics.
The American Rescue Plan Act Has Passed: Here's an Overview of the $1.9 Trillion Stimulus Plan
Congress has officially passed a $1.9 trillion stimulus package. Here's an overview for business owners, families and individuals impacted by COVID-19.
62, 70 or Somewhere In Between? When Should I Claim Social Security?
Wait or claim Social Security benefits is a financial and personal decision. Here are some important factors for anyone nearing or in retirement to consider now.
You Want to Offer a 401(k) For Your Employees. As a Small Business Owner, These Are the 3 Next Steps to Take
As a small business owner, offering a 401(k) is a great incentive for attracting and retaining employees. Get started by following these 3 important steps.
You've Been Told Owning a Home Is Better (Financially) Than Renting. But Is That True For Everybody?
Is it better to buy or rent? This decision can vary for everyone, consider these advantages and disadvantages for each.
The Behavior Gap Is Real. During Times of Market Volatility, Be Aware of These 4 Emotions
Investing can incite financial decisions that you may later regret, as watching your money fluctuate in value is emotional. The Behavior Gap explains four common emotions to investing.
Financially Better to Buy a New or Used Vehicle?
Car buying can be fun and stressful. Should you buy a new or used car? We provide some pros and cons to help with the decision-making process.
Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversation Could Come in Handy
Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.
Your 2021 Tax Filing Season To-Do List
Tax season can be stressful. Keep things simple with this 2021 tax season to-do list.
Feb. 12 Marks the Start of Tax Season. Here Are 8 Steps to Take Before You File
With tax season officially upon us, make sure to keep these 8 tips in mind when filing - especially if you received financial assistance in 2020 due to COVID-19.
High-Income Earners May Have Trouble Saving For Retirement: Your Guide to Overcoming Some Surprising Roadblocks
If you're earning six figures or more a year, you may hit some unique financial hurdles when it comes to saving for retirement. Here's what we mean and what you can do to overcome them.