May 2019

Why You Should Prioritize Retirement Savings over College Savings

Submitted by Sound Foundation Wealth Advisors on May 28th, 2019

Young families with an eye to the future are faced with a daunting choice – to save earnestly for a secure retirement or to save for their children’s education. Can you do both?

Planned Giving Goes Further

Submitted by Sound Foundation Wealth Advisors on May 8th, 2019

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

"Your Foundation Defines Your Future"

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of AK, AL, AR, AZ, CA, CO, FL, GA, ID, LA MA, ME, MI, MN, MO, NC, NJ, NM, NV, OH, OK, TN, TX, VA, VT, & WA. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Sound Foundation Wealth Advisors and Cambridge are not affiliated.

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May 2019

Why You Should Prioritize Retirement Savings over College Savings

Planned Giving Goes Further

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"Your Foundation Defines Your Future"

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May 2019

Contact Us

We would love to hear from you!

"Your Foundation Defines Your Future"