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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.
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
Start the year off right by getting started on these five top financial goals.
What should you do when you receive devastating news? You should first get a handle on your own emotions-you may need a to take a few days to absorb the news before you begin to plan.
Sandbox Financial Partners Client Letter for 4Q 2022 Recap & 1Q 2023 Outlook