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2410 Long Ridge Road
Stamford, CT 06903-1633

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Eli M. Sandler

(203) 595-0600
Eli@SandlerFG.com

 
Don't Buy The Hype Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap

Planning Your Financial Future

Whether you’re facing retirement and planning your Social Security benefit claiming strategy—saving for retirement, college savings, an estate strategy, looking to establish or review your business retirement plan—our personalized service focuses on your needs, wants, financial goals and objectives. 

We can help you address your most pressing money questions.

      ♦       When should I claim my Social Security benefits?
      ♦       Can I retire early & will I have enough income?
      ♦       What is the best retirement plan for my business?
      ♦       Are my investments working hard enough?
      ♦       What’s the best approach for college savings?
      ♦       What are the elements of a sound estate strategy?
      ♦       Do I have enough life insurance for my family?

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

To help you be better informed about personal finance our site is filled with educational videos, articles, presentations, and calculators. Just pick a topic in our Learning Center.  And, come back often, as we add new content frequently. As you browse our website, feel free to send us a note with any questions you may have about any investment concept or topic. We'll get back to you quickly with a thoughtful answer. 

We look forward to working with you through all stages of your life.  It’s easy to get started--just call (203) 595-0600, and let’s talk.

Helpful Content

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

 

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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