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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HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility
Find out more about rising oil prices related to the Russia-Ukraine conflict, and the potential effects on U.S. consumers and investors.
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A More Affordable Life Insurance Solution
Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
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Company Stock and Your Retirement Strategy
This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
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Child Tax Credit for 2021: Will You Get More?
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
Calculators
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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.
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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.