Connecting Tax Planning and Financial Services for Comprehensive Guidance
Sandy Wealth Management, Inc. is an independent financial services firm working with small business owners, individuals, and families in Ocala, Florida and the surrounding Marion County area, including Dunnellon, Belleview, and The Villages. With more than 17 years of experience in the financial services industry, the firm’s founder and financial advisor, Richard Sandy, seeks to provide complete financial support to their clients and bridge the gap between tax and financial planning.
Many of the firm’s clients want to develop a long-term financial strategy and plan ahead for retirement, as well as address their concerns, including at what age they can retire, how and when to claim Social Security, and how they can create a consistent income stream that will last through retirement. As a financial advisor, Richard seeks to provide long-term financial and retirement planning strategies and help their clients navigate the complexities of asset management, tax planning, income planning, Social Security, and more.
By working with a select number of clients, Sandy Wealth Management strives to build long-term partnerships with each client, using a hands-on approach to financial guidance with a personal focus. The firm’s goal is to do everything in their power to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their goals. Contact the firm today to learn more about their comprehensive investment strategies or to set up an appointment at their office in Ocala, Florida.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Here are five facts about Social Security that are important to keep in mind.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Beware of these traps that could upend your retirement.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A four-step framework for building a personal legacy.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
There are a number of ways to withdraw money from a qualified retirement plan.
There are three things to consider before dipping into retirement savings to pay for college.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If you died, what would happen to your email archives, social profiles and online accounts?
When should you take your Social Security benefit?
Taking your Social Security benefits at the right time may help maximize your benefit.