COVID-19 Hasn't Cancelled All the Fun. 6 Financial Tips For Funding Your Retirement Bucket List
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.
Are you an MD? 5 Important Things to Factor Into Your Financial Plan
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.
Donating to Your Favorite Charity This Holiday Season? Keep This CARES Act Tax Benefit in Mind
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.
Stock Splits Have Made Headlines This Year, But What Exactly Are They?
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.
Refocus Post-Election Stress to Your Financial Plan
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.
What Is the Difference Between a Tax Credit and Tax Deduction?
When tax planning, it is important to understand the fundamental difference between tax credits and tax deductions.
What Could Election Results Mean For Your Future Estate Taxes?
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.
Election, Economic and Pandemic News Overlap
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.
Socially Responsible Investing (SRI) Is Trending in 2020. Time to Consider?
If 2020 has ignited a passion for realigning your wealth with your values, socially responsible investing may be right for you.
Loan 101 For First-Time Homebuyers: What Is a Mortgage and How Does It Work?
Do you really need to put 20% down to buy a house? We've got the answer to this common question plus everything you need to know about mortgages as you begin your house hunt.
The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here's What You Need to Know
The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.
Open Enrollment Begins November 1st. Consider These 4 Tips For Choosing a Health Insurance Plan
Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to make changes. Here's what to consider about changing your coverage.