As partners with Charles Schwab, this company ensures its clients have total access to a broad range of investment and risk management resources.
Wealth Management Resources
401k, Roth 401k, 403b
The Many Types of Retirement Savings Accounts There are literally hundreds of different variations of retirement savings accounts available to U.S. citizens. It’s important to…
College Savings Plan – 529
Saving for Higher Education Expenses If you are ready to begin saving toward the significant expenses of higher education for your children, it is time…
Donor Advised Funds
A Brief History The very first Donor Advised Funds were established in the 1930s. However, they were not officially recognized until 1969 when the Tax…
Educational Savings Account
College Education Plans – 529 For decades, the US government and IRS have worked hard to create ways to motivate US citizens to save for…
Fixed Annuities
Fixed annuities are a contract between you and an insurance company that lets you build up capital in a tax-deferred manner. When the contract begins,…
Health Savings Account
Saving for Retirement Are you looking for easier and more helpful ways to save for retirement other than a workplace contribution plan? A health savings…
Indexed Annuities
These investment vehicles are called “indexed” because they earn their returns based on an accepted major market index, like the S&P 500 or the Dow…
IRAs: Traditional, Roth, Inherited
Clients can expect a completely personal experience when working with Sandhill. They will always have a strong line of one-on-one communication and planning with their…
Long Term Care
Understanding Long Term Care Purchasing long term care (LTC) insurance could be a smart financial move but you need to know a few details before…
SEP IRA
SEP IRA Investment Option For far too long, too many Americans have been living with the notion their Social Security benefits would support them in their…
Simple IRA
Simple IRA: A Retirement Savings Option for Employers Do you really want to tempt fate by not doing something to provide for your own retirement?…
Solo 401k
Solo 401K Investment Option There’s a lot of good to be said for being self-employed. The ability to make your own money off your own…
Term Insurance
Important Things You Need to Know About Term Insurance Life Insurance is a fundamental part of financial and wealth management. It can be defined as…
Term Life Insurance
Are you looking for a fast and simple way to protect your business and family if you fall ill, become disabled or pass away unexpectedly?…
Universal Life Insurance
Universal life insurance has many positive features over other insurance policies and plans, such as the freedom and flexibility to move your money around and…
Variable Annuities
About Variable Annuities A variable annuity has many things in common with its cousin, the fixed annuity. Both are usually initiated with lump-sum payments and…
Whole Life Insurance
Understanding Whole Life Insurance There are two primary ways we can financially protect our families. The first way is through savings and investment. This can…
Wills and Trusts
About Estate Planning Estate planning is one of the widest subjects within the larger topic of personal finance. The most basic tools of estate planners…