Sound Foundation Wealth Advisors

The Psychology of Spending: Why We Buy What We Don’t Need Have you ever walked into a store with a plan to grab just one

As the new year approaches, many of us resolve to make improvements in our lives—and our finances should be no exception. A financial check-up at

The IRS has increased the contribution limits for many retirement savings plans. In 2025, 401(k)s, 403(b)s, governmental 457 plans, and the Thrift Savings Plan for government

Saving for retirement should be part of every stage of your work life, from your first job to your last years before retirement. A 401(k)

Inflation-Adjusted Increases Coming Back Down to Earth The Federal Reserve has succeeded in bringing inflation down to the long-term goal rate of near 2%, which

Social security benefits are linked to inflation, and with inflation largely under control, the large cost-of-living (COLA) increases of the last several years are now

After a steep rate hike cycle in which the Fed raised rates eleven times between March of 2022 and July of 2023, for a total

Saving for retirement should be part of every stage of your work life, from your first job to your last years before retirement. A 401(k)

Donor advised funds (DAFs) provide a way for individuals and families to manage their charitable giving in a streamlined, flexible way that can allow a

  Gen Z, the generation born between 1997 and 2012, is making its presence – and preferences – known. As of 2023, The U.S. Census