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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New Changes to College Financial Aid and Education Tax Benefits
The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.
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HOT TOPIC: High Inflation: How Long Will It Last?
This article looks at some of the forces behind rising prices, the Fed’s plan to combat them, and early signs that inflation may be easing.
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Charitable Giving Can Be a Family Affair
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
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What a Relief! Congress Acts Against Surprise Medical Bills
Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.
Calculators
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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.
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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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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.