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Take advantage of a potentially valuable strategy known as Tax Loss Harvesting (TLH). Part 1 of our Year-End Financial Planning and Investment Strategies.
With inflation hovering near 40-year highs, you may want to consider an investment that can keep up with prices. Here’s how to get started with I Bonds.
The IRS released their 2023 Retirement Plan Contribution Limits, which have jumped significantly due to high inflation rates.
Social Security COLA Increase, Series I-Bonds Rates Down, Crappy Investments year leads way to Tax Loss Harvesting.
Do you have a long-lost retirement account left with a former employer? Learn how to identify lost retirement accounts and reclaim your money.
What is Financial Infidelity? When finances are combined, hiding financial information from a spouse and/or secret spending is an act of financial infidelity.
Sandbox Financial Client Letter for 3Q 2022
2022 continues to be one of the most challenging investment environments in the past half century. We discuss how we got here, how to slow inflation, what investment changes we have made and what it will take to make us buyers.
Stock and bond markets remain under pressure and challenged as central banks around the world hike interest rates to aggressively suppress inflationary pressures. We provide some commentary on the current environment for Sandbox clients.
In a challenging investment environment, getting paid interest or dividends is a productive strategy. We have found many opportunities for investors to find high yield in a mix of safe to moderate investment structures.
Rose Colored Glasses and the 3 Ps of Transition
Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.