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Top 5 Things 20-Somethings Need to Do

Submitted by Sound Foundation Wealth Advisors on January 25th, 2019

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that will help you attain your professional and financial goals earlier than you may expect.

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Financial Lessons For Your Teen

Submitted by Sound Foundation Wealth Advisors on January 14th, 2019
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Tax Planning Basics

Submitted by Sound Foundation Wealth Advisors on November 22nd, 2018

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2019 tax year, even middle-income earners can reap the benefits of tax planning.  

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Financial Planning for Newlyweds

Submitted by Sound Foundation Wealth Advisors on May 15th, 2018

Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about finances.

Tags:
  • #work-life balance
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Video: The Importance of Financial Goals

Submitted by Sound Foundation Wealth Advisors on March 20th, 2018

These are the obstacles we all face in trying to achieve our financial goals:

 
Tags:
  • #work-life balance

Video: The Importance of Financial Goals

Submitted by Sound Foundation Wealth Advisors on March 20th, 2018

These are the obstacles we all face in trying to achieve our financial goals:

 
Tags:
  • #work-life balance

Pay Yourself First - The Holy Grail of Personal Finance

Submitted by Sound Foundation Wealth Advisors on February 13th, 2018

Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.

Tags:
  • #work-life balance
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Investors Beware: The Media Noise can be Deafening

Submitted by Sound Foundation Wealth Advisors on December 20th, 2017

Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros.

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Capitol Notes - MidQ4 Update

Submitted by Sound Foundation Wealth Advisors on November 21st, 2017

Horizon's Greg Valliere, Chief Global Strategist, gives a MidQ4 Update on politics and how that affects the markets.

There are 4 big items that may have a big impact on the markets: 1. Fed Rate Hike 2. Tax Bill 3. Budget 4. Robert Mueller

"Washington will provide lots of excitement, but the fundamentals stay strong."

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Video: Finance 101: A Lesson in Helping your Student Pay for College

Submitted by Sound Foundation Wealth Advisors on November 21st, 2017

Your student is planning on following in your footsteps and will be receiving that admissions letter of acceptance sooner than you think.

 
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