Retirement
Understanding Required Minimum Distributions: What You Need to Know
Planning ahead can help ensure your retirement income strategy remains on track. Download Understanding Required Minimum Distributions today to gain valuable insights into how RMDs work — and how they fit into your broader financial picture.
Read MorePlan With Confidence: Why Working With SPG Makes a Difference
We believe retirement should be a time to enjoy what matters most. Our mission is to help you prepare for the years ahead with confidence and peace of mind. As a fiduciary financial services firm, we always act in your best interest—putting your goals, values, and well-being first.
Read MoreWhat the “One Big Beautiful Bill” Could Mean for Your Financial Plan
Trump signed into law the One Big Beautiful Bill Act (OBBBA)—a sweeping piece of tax legislation that permanently extends many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) while introducing several new tax rules.
Read MoreRetirement Workbook: A Blueprint for Planning Your Retirement
This workbook is designed for individuals nearing retirement or already retired who want clarity, confidence, and control over their financial future.
Read MoreThe Value of an Objective Opinion
Not all financial professionals operate the same way. Some are employees of financial institutions and may only recommend proprietary products. In contrast, independent financial advisors—like those at Sound Planning Group—work with a variety of financial solutions and are not bound to any one provider.
Read MoreFive Retirement Planning Missteps
This guide doesn’t promise overnight solutions. But it does help you ask the right questions—and that’s where confident retirement planning begins.
Read MoreMarket Update – August 11th, 2025
Markets rose for the week as investors looked past new tariff measures, buoyed by strong earnings reports and a stable economic backdrop. While trade tensions remain in focus, easing effective tariff pressures and a narrowing trade deficit helped support sentiment.
Read MoreWhat To Consider Doing In A Down Market
When the news is filled with flashing red arrows and doom-laden headlines, it’s easy to feel the pull toward drastic action. But before you make any sudden moves, we have…
Read MoreImportant Retirement Milestones
Retirement planning is more than just saving money—it’s understanding the opportunities and decisions that come with each stage of life. Key milestones, like turning 50 or 65, unlock new strategies and benefits that could make a significant difference in your financial future.
Read MoreSocial Security & Medicare Quick Guide
Navigating your 2025 Tax Year – Thresholds and RMDs to keep top of mind
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