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.
If you see ways in which we can make our site more helpful, please let us know.
Newsletters
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Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
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Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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.