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.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Lifestyle considerations in creating your retirement portfolio.
Beware of these traps that could upend your retirement.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How will you weather the ups and downs of the business cycle?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
If you died, what would happen to your email archives, social profiles and online accounts?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.