Broker Check

17110 Waterbend Dr. Unit 120
Jupiter, FL 33477

 LinkedIn 

Eli M. Sandler

(203) 595-0600
Eli@SandlerFG.com

 
Preparing For the Ultimate Vacation Don't Buy The Hype A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

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

Apps That Help Achieve Goals

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

 

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

View all articles arrow

Doubling Your Money

This calculator demonstrates the power of compound interest.

Should I Buy or Lease an Auto?

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

View all calculators arrow

Protecting Those Who Matter Most

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

Tax Management Strategies

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

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.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

The Power of Compound Interest

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

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

View all videos arrow