Uncategorized
Social Security & Medicare Quick Guide
Navigating your 2025 Tax Year – Thresholds and RMDs to keep top of mind
Read MoreYour 2025 Tax Summary
Tax planning shouldn’t be stressful, yet every year brings changes to thresholds, deductions, and limits that can catch you off guard. To help you stay on top of your financial game, we’ve created a free, 2-page PDF guide summarizing all the essential tax thresholds and numbers for 2025.
Read MoreImportant Retirement Milestones
Navigating Your Financial Milestones: Key Ages to Know for Retirement Planning Retirement planning is more than just saving money—it’s understanding the opportunities and decisions that come with each stage of…
Read MoreUnderstanding Tariffs
We understand that many people are concerned about the potential impact of proposed tariffs and how they might affect their financial goals. In response, we’ve prepared a brief paper outlining…
Read MorePost Election Market Rally
US stocks rallied sharply on Wednesday, reaching record highs following Donald Trump’s win in the 2024 presidential election. The outcome was determined sooner than anticipated, with Trump securing several key swing states and the race being called early this morning.
Read MoreSeven Mistakes That Can BREAK Your Budget in Retirement
Retirement is a time to enjoy the fruits of your labor, but even savvy investors can stumble into financial pitfalls that could derail their carefully laid plans.
Read MoreNavigating Election Uncertainty with Confidence
We understand the challenges that election periods can bring to your financial landscape. That’s why we’re not just advocating for calm and confidence but actively employing strategies tailored to safeguard your investments through times of uncertainty.
Read MoreExpenses Every Retiree Should Be Prepared For
As you approach retirement, the excitement of enjoying newfound freedom comes with the need for solid financial planning. Understanding and preparing for unexpected expenses is crucial to maintaining a comfortable…
Read MoreNavigating Your Retirement Journey: The 7-Step R.E.T.I.R.E. Process
Retirement is a milestone that offers the promise of new adventures and relaxation. However, to truly enjoy this phase of life, a well-structured financial strategy is essential. Sound Planning Group…
Read MoreElection Uncertainity
Considering all of the unknowns and the uncertainty of what the markets could do come election time, one of the biggest things you should remember is to be patient and…
Read More