Tax and Financial Services
Welcome to our web site!
Because many people regard financial planning as complex and confusing, they often miss out on financial opportunities. They may do nothing, paralyzed by a need to do it perfectly, or not at all. Or, in taking the plunge, they may take unnecessary risks or fail to adequately protect their assets.
That's where The Sara Brandston Group can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. Through education and guidance, we hope to maintain long and trusted relationships with our clients.
This website is a work in progress. Our goal is to maintain a site that allows us to share our particular approach to helping our clients successfully manage their financial lives. To that end, we have tried to personalize the site to give potential clients a sense of who we are and how we go about helping our current clients.
In addition, we have selected a combination of standard off-the-shelf financial and tax worksheets, tools and articles to help you self-educate on your own time, including a monthly newsletter.
Recent Updates and articles.
Important: Phising Scam Where People Pretend to Be IRS Agents
2016 Year End Letter
Newsletters
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
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Stay-at-Home Spouse? Consider a Spousal IRA
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
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Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
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Do Target-Date Funds Hit the Bull’s-Eye for You?
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.