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.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Even if you’re young and single, you should still consider protecting yourself.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
A collection of tips from professional travelers.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
For some, the social impact of investing is just as important as the return, perhaps more important.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, cracking the code on bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What does your home really cost?
What if instead of buying that vacation home, you invested the money?